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 ... | $970 |
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 | $24,785 | $65,409-62.1% | $98,442-74.8% | $85,850-71.1% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.3%+21.2pp | 69.3%+25.2pp |
| Annual return | 9.78% | 21.76%-12.0pp | 1492.73%-1482.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,791 | $2,168-17.4% | $2,960-39.5% | $2,565-30.2% |
| Participant deferral / active EE | $1,982 | $3,166-37.4% | $4,276-53.6% | $3,952-49.8% |
| Admin fee / account holder | $7 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |