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... | $1,388 |
Employer 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 | $11,807 | $54,237-78.2% | $90,281-86.9% | $67,579-82.5% |
| Participation rate | 89.2% | 68.6%+20.6pp | 73.3%+15.9pp | 71.3%+17.9pp |
| Annual return | 23.29% | 37.27%-14.0pp | 78.10%-54.8pp | 378.56%-355.3pp |
| Employer contribution / active EE | $108 | $1,846-94.2% | $2,854-96.2% | $2,148-95.0% |
| Participant deferral / active EE | $941 | $2,625-64.2% | $3,885-75.8% | $3,539-73.4% |
| Admin fee / account holder | $4 | $123-96.9% | $5,351-99.9% | $142-97.3% |