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 ... | $4,115 |
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 | $8,372 | $47,456-82.4% | $172,739-95.2% | $77,787-89.2% |
| Participation rate | 88.5% | 66.3%+22.2pp | 82.6%+5.8pp | 73.2%+15.3pp |
| Annual return | 39.78% | 35.57%+4.2pp | 802.84%-763.1pp | 32.57%+7.2pp |
| Employer contribution / active EE | $979 | $1,574-37.8% | $5,143-81.0% | $2,504-60.9% |
| Participant deferral / active EE | $365 | $2,560-85.7% | $5,198-93.0% | $3,967-90.8% |
| Admin fee / account holder | $54 | $81-33.5% | $13,954-99.6% | $100-46.3% |