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 9-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 ... | $2,287 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,573 | $55,415-57.5% | $155,509-84.8% | $74,495-68.4% |
| Participation rate | 75.4% | 61.9%+13.5pp | 78.2%-2.8pp | 67.2%+8.2pp |
| Annual return | 10.11% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,352 | $2,267-40.3% | $4,672-71.1% | $2,623-48.4% |
| Participant deferral / active EE | $1,112 | $2,836-60.8% | $5,626-80.2% | $4,346-74.4% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |