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 ... | $1,432 |
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 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 | $13,091 | $91,190-85.6% | $178,490-92.7% | $79,858-83.6% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $882 | $3,256-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $761 | $3,236-76.5% | $5,202-85.4% | $3,740-79.6% |
| Admin fee / account holder | $12 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |