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; Participant loan p... | $321 |
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 | $25,817 | $77,899-66.9% | $149,673-82.8% | $75,163-65.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.61% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,227 | $3,137-29.0% | $4,818-53.8% | $2,670-16.6% |
| Participant deferral / active EE | $1,445 | $3,411-57.6% | $5,680-74.6% | $4,125-65.0% |
| Admin fee / account holder | $3 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |