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; Participant loan p... | $497 |
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 | $25,392 | $53,777-52.8% | $134,143-81.1% | $79,858-68.2% |
| Participation rate | 98.1% | 58.8%+39.3pp | 72.2%+25.9pp | 69.6%+28.5pp |
| Annual return | 1.08% | 19.01%-17.9pp | 36.33%-35.2pp | 31.71%-30.6pp |
| Employer contribution / active EE | $839 | $1,321-36.5% | $3,704-77.4% | $2,471-66.1% |
| Participant deferral / active EE | $3,156 | $2,420+30.4% | $3,499-9.8% | $3,740-15.6% |
| Admin fee / account holder | $4 | $3,984-99.9% | $6,684-99.9% | $5,306-99.9% |