Filed April 9, 2020 (most recent of 4 filings on file)
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 | Participant loan processing; Claims p... | $4,060 |
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 | $13,703 | $56,485-75.7% | $185,823-92.6% | $86,799-84.2% |
| Participation rate | 90.7% | 65.5%+25.2pp | 81.7%+9.0pp | 72.3%+18.4pp |
| Annual return | 12.95% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $620 | $1,843-66.4% | $5,167-88.0% | $2,405-74.2% |
| Participant deferral / active EE | $1,451 | $2,553-43.2% | $5,568-73.9% | $4,131-64.9% |
| Admin fee / account holder | $6 | $150-96.0% | $16,237-100.0% | $170-96.5% |