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 | Participant loan processing; Account ... | $12,428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,839 | $46,292+14.1% | $143,757-63.2% | $64,808-18.5% |
| Participation rate | 82.9% | 64.2%+18.7pp | 80.3%+2.6pp | 71.5%+11.5pp |
| Annual return | -15.13% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $867 | $1,910-54.6% | $4,951-82.5% | $2,506-65.4% |
| Participant deferral / active EE | $3,192 | $2,646+20.6% | $5,637-43.4% | $4,310-26.0% |
| Admin fee / account holder | $3 | $154-97.7% | $14,673-100.0% | $188-98.1% |