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 | Account maintenance fees; Claims proc... | $443 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,989 | $65,061-93.9% | $143,757-97.2% | $66,914-94.0% |
| Participation rate | 85.7% | 65.2%+20.5pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | -9.50% | -11.14%+1.6pp | -0.04%-9.5pp | 1.58%-11.1pp |
| Employer contribution / active EE | $595 | $2,361-74.8% | $4,951-88.0% | $2,544-76.6% |
| Participant deferral / active EE | $806 | $2,919-72.4% | $5,637-85.7% | $4,237-81.0% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |