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 ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,633 | $56,095-59.7% | $178,490-87.3% | $90,288-74.9% |
| Participation rate | 92.2% | 65.6%+26.6pp | 81.9%+10.3pp | 73.4%+18.8pp |
| Annual return | 6.82% | 28.81%-22.0pp | 151.07%-144.3pp | 53.97%-47.2pp |
| Employer contribution / active EE | $2,657 | $1,572+68.9% | $5,011-47.0% | $2,524+5.2% |
| Participant deferral / active EE | $1,636 | $2,669-38.7% | $5,202-68.5% | $4,232-61.3% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |