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... | $5,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,496 | $50,815-22.3% | $155,509-74.6% | $77,643-49.1% |
| Participation rate | 86.8% | 63.1%+23.7pp | 78.2%+8.6pp | 70.6%+16.2pp |
| Annual return | 15.04% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,070 | $1,993+3.9% | $4,672-55.7% | $2,726-24.1% |
| Participant deferral / active EE | $2,655 | $2,822-5.9% | $5,626-52.8% | $4,647-42.9% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.4% |