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 | Participant loan processing; Claims p... | $10,029 |
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 | $15,312 | $52,293-70.7% | $178,490-91.4% | $73,409-79.1% |
| Participation rate | 89.7% | 65.3%+24.4pp | 81.9%+7.8pp | 72.2%+17.6pp |
| Annual return | 6.70% | 34.75%-28.0pp | 151.07%-144.4pp | 59.29%-52.6pp |
| Employer contribution / active EE | $1,185 | $1,735-31.7% | $5,011-76.4% | $2,234-46.9% |
| Participant deferral / active EE | $1,876 | $2,332-19.5% | $5,202-63.9% | $3,805-50.7% |
| Admin fee / account holder | $20 | $127-84.4% | $13,984-99.9% | $158-87.5% |