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 ... | $1,594 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,457 | $61,156-84.5% | $185,823-94.9% | $79,386-88.1% |
| Participation rate | 82.5% | 66.6%+15.8pp | 81.7%+0.8pp | 70.7%+11.8pp |
| Annual return | 13.95% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $665 | $2,321-71.3% | $5,167-87.1% | $2,427-72.6% |
| Participant deferral / active EE | $446 | $2,789-84.0% | $5,568-92.0% | $4,046-89.0% |
| Admin fee / account holder | $8 | $710-98.8% | $16,237-99.9% | $626-98.7% |