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 ... | $1,300 |
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 | $27,469 | $58,879-53.3% | $178,490-84.6% | $73,488-62.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 9.35% | 24.86%-15.5pp | 151.07%-141.7pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,346 | $2,236-39.8% | $5,011-73.1% | $2,270-40.7% |
| Participant deferral / active EE | $2,161 | $2,567-15.8% | $5,202-58.5% | $3,740-42.2% |
| Admin fee / account holder | $7 | $400-98.1% | $13,984-99.9% | $513-98.5% |