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; Recordke... | $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 | $55,472+5.1% | $155,567-62.5% | $74,546-21.8% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-1.0pp | 67.2%+10.0pp |
| Annual return | 14.30% | 268.72%-254.4pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,268 | $2,269-0.1% | $4,674-51.5% | $2,624-13.6% |
| Participant deferral / active EE | $1,735 | $2,838-38.9% | $5,628-69.2% | $4,347-60.1% |
| Admin fee / account holder | $17 | $1,743-99.0% | $15,916-99.9% | $1,944-99.1% |