See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $49,915-53.8% | $154,803-85.1% | $74,304-69.0% |
| Participation rate | 83.9% | 54.0%+30.0pp | 78.1%+5.8pp | 60.3%+23.6pp |
| Annual return | 7.02% | 34.06%-27.0pp | 58.88%-51.9pp | 29.43%-22.4pp |
| Employer contribution / active EE | $2,261 | $1,611+40.3% | $4,305-47.5% | $2,241+0.9% |
| Participant deferral / active EE | $1,138 | $2,255-49.5% | $5,540-79.5% | $3,767-69.8% |
| Admin fee / account holder | $22 | $2,189-99.0% | $14,329-99.8% | $2,969-99.3% |