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 ... | $1,008 |
Annual investment return 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 | $13,086 | $58,879-77.8% | $178,490-92.7% | $73,488-82.2% |
| Participation rate | 89.6% | 66.2%+23.4pp | 81.9%+7.7pp | 70.7%+18.9pp |
| Annual return | 7.64% | 24.86%-17.2pp | 151.07%-143.4pp | 28.51%-20.9pp |
| Employer contribution / active EE | $376 | $2,236-83.2% | $5,011-92.5% | $2,270-83.4% |
| Participant deferral / active EE | $843 | $2,567-67.2% | $5,202-83.8% | $3,740-77.5% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |