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... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,626 | $52,293+8.3% | $178,490-68.3% | $73,409-22.9% |
| Participation rate | 83.1% | 65.3%+17.7pp | 81.9%+1.1pp | 72.2%+10.9pp |
| Annual return | 16.48% | 34.75%-18.3pp | 151.07%-134.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $112 | $1,735-93.6% | $5,011-97.8% | $2,234-95.0% |
| Participant deferral / active EE | $2,766 | $2,332+18.6% | $5,202-46.8% | $3,805-27.3% |
| Admin fee / account holder | $72 | $127-43.5% | $13,984-99.5% | $158-54.4% |