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 7-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 ... | $1,688 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,672 | $58,879-73.4% | $178,490-91.2% | $73,488-78.7% |
| Participation rate | 90.4% | 66.2%+24.2pp | 81.9%+8.5pp | 70.7%+19.7pp |
| Annual return | 7.86% | 24.86%-17.0pp | 151.07%-143.2pp | 28.51%-20.7pp |
| Employer contribution / active EE | $845 | $2,236-62.2% | $5,011-83.1% | $2,270-62.8% |
| Participant deferral / active EE | $1,160 | $2,567-54.8% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $12 | $400-97.0% | $13,984-99.9% | $513-97.6% |