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... | $1,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,777 | $61,272-35.1% | $149,673-73.4% | $71,457-44.3% |
| Participation rate | 99.2% | 62.5%+36.7pp | 78.8%+20.4pp | 67.9%+31.3pp |
| Annual return | 14.18% | 35.85%-21.7pp | 134.42%-120.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $5,361 | $2,378+125.4% | $4,818+11.3% | $2,588+107.2% |
| Participant deferral / active EE | $1,996 | $2,917-31.6% | $5,680-64.9% | $4,289-53.5% |
| Admin fee / account holder | $13 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |