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 4-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; Recordke... | $2,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,466 | $55,472-41.5% | $155,567-79.1% | $74,546-56.4% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 18.34% | 268.72%-250.4pp | 64.74%-46.4pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $2,614 | $2,269+15.2% | $4,674-44.1% | $2,624-0.4% |
| Participant deferral / active EE | $5,344 | $2,838+88.3% | $5,628-5.0% | $4,347+22.9% |
| Admin fee / account holder | $15 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |