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 | Participant loan processing; Account ... | $3,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,328 | $55,415+5.3% | $155,509-62.5% | $74,495-21.7% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-1.0pp | 67.2%+10.0pp |
| Annual return | 14.30% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,268 | $2,2670% | $4,672-51.5% | $2,623-13.6% |
| Participant deferral / active EE | $1,735 | $2,836-38.8% | $5,626-69.2% | $4,346-60.1% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |