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 8-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 | Claims processing; Participant loan p... | $3,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,007 | $61,156-37.9% | $185,823-79.5% | $79,386-52.1% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 12.59% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,347 | $2,321+1.1% | $5,167-54.6% | $2,427-3.3% |
| Participant deferral / active EE | $2,635 | $2,789-5.5% | $5,568-52.7% | $4,046-34.9% |
| Admin fee / account holder | $13 | $710-98.2% | $16,237-99.9% | $626-98.0% |