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 9-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 ... | $2,096 |
Annual investment return 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 | $6,957 | $58,879-88.2% | $178,490-96.1% | $73,488-90.5% |
| Participation rate | 98.5% | 66.2%+32.2pp | 81.9%+16.5pp | 70.7%+27.8pp |
| Annual return | 1.79% | 24.86%-23.1pp | 151.07%-149.3pp | 28.51%-26.7pp |
| Employer contribution / active EE | $1,375 | $2,236-38.5% | $5,011-72.6% | $2,270-39.4% |
| Participant deferral / active EE | $1,510 | $2,567-41.2% | $5,202-71.0% | $3,740-59.6% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.4% |