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 ... | $2,127 |
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 | $57,277 | $95,274-39.9% | $135,903-57.9% | $74,419-23.0% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 14.46% | 32.77%-18.3pp | 68.23%-53.8pp | 34.38%-19.9pp |
| Employer contribution / active EE | $3,197 | $3,874-17.5% | $4,856-34.2% | $2,637+21.2% |
| Participant deferral / active EE | $4,414 | $7,782-43.3% | $7,758-43.1% | $4,528-2.5% |
| Admin fee / account holder | $16 | $266-93.8% | $10,762-99.8% | $348-95.3% |