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; Account ... | $11,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,670 | $50,815-59.3% | $155,509-86.7% | $77,643-73.4% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.2pp | 70.6%+14.8pp |
| Annual return | 14.79% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,792 | $1,993-10.1% | $4,672-61.7% | $2,726-34.3% |
| Participant deferral / active EE | $1,840 | $2,822-34.8% | $5,626-67.3% | $4,647-60.4% |
| Admin fee / account holder | $21 | $437-95.1% | $15,912-99.9% | $430-95.1% |