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... | $2,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,291 | $47,126-27.2% | $149,673-77.1% | $74,419-53.9% |
| Participation rate | 88.6% | 63.4%+25.2pp | 78.8%+9.8pp | 70.7%+17.8pp |
| Annual return | 13.72% | 22.75%-9.0pp | 134.42%-120.7pp | 34.38%-20.7pp |
| Employer contribution / active EE | $2,540 | $1,905+33.3% | $4,818-47.3% | $2,637-3.7% |
| Participant deferral / active EE | $2,072 | $2,728-24.0% | $5,680-63.5% | $4,528-54.2% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.0% |