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 ... | $4,410 |
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 | $8,540 | $52,293-83.7% | $178,490-95.2% | $73,409-88.4% |
| Participation rate | 99.1% | 65.3%+33.7pp | 81.9%+17.2pp | 72.2%+26.9pp |
| Annual return | 14.19% | 34.75%-20.6pp | 151.07%-136.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $775 | $1,735-55.3% | $5,011-84.5% | $2,234-65.3% |
| Participant deferral / active EE | $942 | $2,332-59.6% | $5,202-81.9% | $3,805-75.3% |
| Admin fee / account holder | $7 | $127-94.7% | $13,984-100.0% | $158-95.7% |