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 ... | $1,442 |
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 | $14,736 | $52,670-72.0% | $90,404-83.7% | $73,409-79.9% |
| Participation rate | 87.7% | 67.7%+20.1pp | 72.7%+15.1pp | 72.2%+15.6pp |
| Annual return | 19.74% | 20.70%-1.0pp | 1293.02%-1273.3pp | 59.29%-39.5pp |
| Employer contribution / active EE | $540 | $1,872-71.2% | $3,262-83.5% | $2,234-75.8% |
| Participant deferral / active EE | $1,494 | $2,807-46.8% | $3,963-62.3% | $3,805-60.7% |
| Admin fee / account holder | $4 | $117-96.2% | $5,611-99.9% | $158-97.2% |