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... | $4,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,287 | $47,126-48.5% | $149,673-83.8% | $74,419-67.4% |
| Participation rate | 96.1% | 63.4%+32.7pp | 78.8%+17.3pp | 70.7%+25.3pp |
| Annual return | 14.11% | 22.75%-8.6pp | 134.42%-120.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,410 | $1,905-26.0% | $4,818-70.7% | $2,637-46.5% |
| Participant deferral / active EE | $1,669 | $2,728-38.8% | $5,680-70.6% | $4,528-63.1% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.0% |