Filed October 11, 2021
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 6-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; Participant loan p... | $1,641 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,500 | $52,293-72.3% | $178,490-91.9% | $73,409-80.2% |
| Participation rate | 94.1% | 65.3%+28.8pp | 81.9%+12.2pp | 72.2%+22.0pp |
| Annual return | 16.66% | 34.75%-18.1pp | 151.07%-134.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $888 | $1,735-48.8% | $5,011-82.3% | $2,234-60.3% |
| Participant deferral / active EE | $1,976 | $2,332-15.3% | $5,202-62.0% | $3,805-48.1% |
| Admin fee / account holder | $25 | $127-80.6% | $13,984-99.8% | $158-84.4% |