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... | $6,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $46,292-54.0% | $143,757-85.2% | $64,808-67.1% |
| Participation rate | 92.5% | 64.2%+28.3pp | 80.3%+12.2pp | 71.5%+21.0pp |
| Annual return | -13.82% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,323 | $1,910-30.7% | $4,951-73.3% | $2,506-47.2% |
| Participant deferral / active EE | $1,631 | $2,646-38.4% | $5,637-71.1% | $4,310-62.2% |
| Admin fee / account holder | $9 | $154-93.9% | $14,673-99.9% | $188-95.0% |