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... | $6,243 |
Employer contribution per participant 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 | $16,535 | $61,156-73.0% | $185,823-91.1% | $79,386-79.2% |
| Participation rate | 98.4% | 66.6%+31.8pp | 81.7%+16.7pp | 70.7%+27.7pp |
| Annual return | 12.53% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $265 | $2,321-88.6% | $5,167-94.9% | $2,427-89.1% |
| Participant deferral / active EE | $953 | $2,789-65.8% | $5,568-82.9% | $4,046-76.5% |
| Admin fee / account holder | $17 | $710-97.7% | $16,237-99.9% | $626-97.4% |