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; Recordke... | $2,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,094 | $50,815-32.9% | $155,509-78.1% | $77,643-56.1% |
| Participation rate | 81.1% | 63.1%+18.0pp | 78.2%+2.9pp | 70.6%+10.6pp |
| Annual return | 32.40% | 34.80%-2.4pp | 64.67%-32.3pp | 31.24%+1.2pp |
| Employer contribution / active EE | $1,832 | $1,993-8.1% | $4,672-60.8% | $2,726-32.8% |
| Participant deferral / active EE | $6,154 | $2,822+118.1% | $5,626+9.4% | $4,647+32.4% |
| Admin fee / account holder | $9 | $437-97.9% | $15,912-99.9% | $430-97.9% |