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; Recordke... | $518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,949 | $65,061-27.8% | $143,757-67.3% | $66,914-29.8% |
| Participation rate | 76.8% | 65.2%+11.6pp | 80.3%-3.5pp | 69.8%+7.0pp |
| Annual return | -12.77% | -11.14%-1.6pp | -0.04%-12.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,190 | $2,361-7.2% | $4,951-55.8% | $2,544-13.9% |
| Participant deferral / active EE | $1,943 | $2,919-33.4% | $5,637-65.5% | $4,237-54.1% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |