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 ... | $953 |
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 | $23,500 | $60,124-60.9% | $90,404-74.0% | $79,858-70.6% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 7.92% | 71.94%-64.0pp | 1293.02%-1285.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,749 | $2,068-15.4% | $3,262-46.4% | $2,471-29.2% |
| Participant deferral / active EE | $1,969 | $2,938-33.0% | $3,963-50.3% | $3,740-47.4% |
| Admin fee / account holder | $6 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |