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 ... | $4,848 |
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 | $63,740 | $106,028-39.9% | $146,958-56.6% | $77,643-17.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.81% | 56.73%-43.9pp | 418.34%-405.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,078 | $4,063-24.2% | $4,933-37.6% | $2,726+12.9% |
| Participant deferral / active EE | $4,582 | $7,990-42.7% | $8,070-43.2% | $4,647-1.4% |
| Admin fee / account holder | $7 | $337-97.8% | $12,998-99.9% | $430-98.3% |