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 ... | $2,485 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,167 | $95,274+13.5% | $135,903-20.4% | $74,419+45.3% |
| Participation rate | 78.1% | 78.2%-0.1pp | 81.9%-3.8pp | 70.7%+7.3pp |
| Annual return | 16.64% | 32.77%-16.1pp | 68.23%-51.6pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,131 | $3,874-19.2% | $4,856-35.5% | $2,637+18.7% |
| Participant deferral / active EE | $5,555 | $7,782-28.6% | $7,758-28.4% | $4,528+22.7% |
| Admin fee / account holder | $20 | $266-92.4% | $10,762-99.8% | $348-94.2% |