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 | Participant loan processing; Claims p... | $38 |
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 | $93,107 | $58,879+58.1% | $178,490-47.8% | $73,488+26.7% |
| Participation rate | 95.1% | 66.2%+28.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 4.69% | 24.86%-20.2pp | 151.07%-146.4pp | 28.51%-23.8pp |
| Employer contribution / active EE | $4,544 | $2,236+103.2% | $5,011-9.3% | $2,270+100.2% |
| Participant deferral / active EE | $3,967 | $2,567+54.5% | $5,202-23.7% | $3,740+6.1% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |