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 ... | $993 |
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 | $21,778 | $60,124-63.8% | $90,404-75.9% | $79,858-72.7% |
| Participation rate | 88.3% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.7pp |
| Annual return | 10.25% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,422 | $2,068-31.2% | $3,262-56.4% | $2,471-42.5% |
| Participant deferral / active EE | $1,327 | $2,938-54.8% | $3,963-66.5% | $3,740-64.5% |
| Admin fee / account holder | $8 | $3,976-99.8% | $5,611-99.9% | $5,306-99.8% |