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 ... | $3,310 |
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 | $34,665 | $79,519-56.4% | $95,952-63.9% | $73,409-52.8% |
| Participation rate | 89.2% | 81.2%+8.0pp | 77.1%+12.1pp | 72.2%+17.0pp |
| Annual return | 6.28% | 19.20%-12.9pp | 91.61%-85.3pp | 59.29%-53.0pp |
| Employer contribution / active EE | $974 | $2,048-52.4% | $2,541-61.6% | $2,234-56.4% |
| Participant deferral / active EE | $2,545 | $4,138-38.5% | $4,167-38.9% | $3,805-33.1% |
| Admin fee / account holder | $9 | $184-95.1% | $6,795-99.9% | $158-94.3% |