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... | $7,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,738 | $56,485-79.2% | $185,823-93.7% | $86,799-86.5% |
| Participation rate | 84.5% | 65.5%+19.0pp | 81.7%+2.8pp | 72.3%+12.2pp |
| Annual return | 6.35% | 118.04%-111.7pp | 122.05%-115.7pp | 97.91%-91.6pp |
| Employer contribution / active EE | $1,559 | $1,843-15.4% | $5,167-69.8% | $2,405-35.2% |
| Participant deferral / active EE | $1,243 | $2,553-51.3% | $5,568-77.7% | $4,131-69.9% |
| Admin fee / account holder | $13 | $150-91.5% | $16,237-99.9% | $170-92.5% |