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 9-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 ... | $743 |
Employer contribution per participant 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 | $41,157 | $66,124-37.8% | $90,404-54.5% | $73,488-44.0% |
| Participation rate | 93.5% | 69.7%+23.9pp | 72.7%+20.9pp | 70.7%+22.9pp |
| Annual return | 11.28% | 17.65%-6.4pp | 1293.02%-1281.7pp | 28.51%-17.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,488 | $3,039-51.0% | $3,963-62.5% | $3,740-60.2% |
| Admin fee / account holder | $1 | $396-99.6% | $5,611-100.0% | $513-99.7% |