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... | $2,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,535 | $61,272+165.3% | $149,673+8.6% | $71,457+127.5% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+20.0pp | 67.9%+30.8pp |
| Annual return | 13.47% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $8,979 | $2,378+277.5% | $4,818+86.4% | $2,588+247.0% |
| Participant deferral / active EE | $5,103 | $2,917+74.9% | $5,680-10.2% | $4,289+19.0% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |