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 9-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... | $2,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,871 | $58,290-31.6% | $98,442-59.5% | $86,799-54.1% |
| Participation rate | 87.7% | 68.3%+19.4pp | 73.3%+14.4pp | 72.3%+15.4pp |
| Annual return | 14.33% | 43.48%-29.2pp | 1492.73%-1478.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $373 | $2,008-81.4% | $2,960-87.4% | $2,405-84.5% |
| Participant deferral / active EE | $1,873 | $3,152-40.6% | $4,276-56.2% | $4,131-54.7% |
| Admin fee / account holder | $8 | $138-94.0% | $5,949-99.9% | $170-95.2% |