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 ... | $971 |
Annual investment return 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 | $49,670 | $80,717-38.5% | $154,803-67.9% | $84,808-41.4% |
| Participation rate | 78.9% | 66.8%+12.1pp | 78.1%+0.8pp | 68.3%+10.6pp |
| Annual return | 9.93% | 37.96%-28.0pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,675 | $2,761-39.4% | $4,305-61.1% | $2,631-36.4% |
| Participant deferral / active EE | $1,494 | $3,303-54.8% | $5,540-73.0% | $4,212-64.5% |
| Admin fee / account holder | $6 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |