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; Claims p... | $1,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,828 | $61,272-13.8% | $149,673-64.7% | $71,457-26.1% |
| Participation rate | 80.2% | 62.5%+17.7pp | 78.8%+1.5pp | 67.9%+12.3pp |
| Annual return | 13.95% | 35.85%-21.9pp | 134.42%-120.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,592 | $2,378+9.0% | $4,818-46.2% | $2,588+0.2% |
| Participant deferral / active EE | $2,281 | $2,917-21.8% | $5,680-59.8% | $4,289-46.8% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |