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... | $5,865 |
Annual investment return 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 | $19,944 | $50,982-60.9% | $154,803-87.1% | $85,563-76.7% |
| Participation rate | 96.4% | 59.8%+36.7pp | 78.1%+18.4pp | 66.0%+30.5pp |
| Annual return | 11.67% | 30.35%-18.7pp | 58.88%-47.2pp | 31.51%-19.8pp |
| Employer contribution / active EE | $981 | $1,708-42.6% | $4,305-77.2% | $2,654-63.0% |
| Participant deferral / active EE | $1,031 | $2,474-58.3% | $5,540-81.4% | $4,375-76.4% |
| Admin fee / account holder | $13 | $846-98.5% | $14,329-99.9% | $834-98.5% |