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... | $2,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,968 | $58,879-57.6% | $178,490-86.0% | $73,488-66.0% |
| Participation rate | 77.1% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 12.12% | 24.86%-12.7pp | 151.07%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $551 | $2,236-75.3% | $5,011-89.0% | $2,270-75.7% |
| Participant deferral / active EE | $2,267 | $2,567-11.7% | $5,202-56.4% | $3,740-39.4% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |