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 | Account maintenance fees; Claims proc... | $7,681 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,604 | $106,028-76.8% | $146,958-83.3% | $77,643-68.3% |
| Participation rate | 80.0% | 78.4%+1.7pp | 82.2%-2.1pp | 70.6%+9.5pp |
| Annual return | 14.93% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,098 | $4,063-48.4% | $4,933-57.5% | $2,726-23.0% |
| Participant deferral / active EE | $2,044 | $7,990-74.4% | $8,070-74.7% | $4,647-56.0% |
| Admin fee / account holder | $8 | $337-97.6% | $12,998-99.9% | $430-98.1% |