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; Account maintenanc... | $7,736 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,374 | $62,928-75.6% | $172,739-91.1% | $67,579-77.3% |
| Participation rate | 91.3% | 64.5%+26.9pp | 82.6%+8.7pp | 71.3%+20.1pp |
| Annual return | 15.05% | 30.36%-15.3pp | 802.84%-787.8pp | 378.56%-363.5pp |
| Employer contribution / active EE | $1,272 | $1,636-22.2% | $5,143-75.3% | $2,148-40.8% |
| Participant deferral / active EE | $907 | $2,145-57.7% | $5,198-82.6% | $3,539-74.4% |
| Admin fee / account holder | $10 | $167-94.3% | $13,954-99.9% | $142-93.3% |