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 ... | $1,602 |
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 | $64,238 | $63,745+0.8% | $98,442-34.7% | $79,386-19.1% |
| Participation rate | 77.1% | 69.9%+7.2pp | 73.3%+3.8pp | 70.7%+6.4pp |
| Annual return | 13.79% | 625.80%-612.0pp | 1492.73%-1478.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $90 | $2,557-96.5% | $2,960-96.9% | $2,427-96.3% |
| Participant deferral / active EE | $2,392 | $3,303-27.6% | $4,276-44.1% | $4,046-40.9% |
| Admin fee / account holder | $9 | $516-98.2% | $5,949-99.8% | $626-98.5% |