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; Recordke... | $3,261 |
Employer contribution per participant 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 | $27,779 | $61,156-54.6% | $185,823-85.1% | $79,386-65.0% |
| Participation rate | 99.0% | 66.6%+32.4pp | 81.7%+17.3pp | 70.7%+28.3pp |
| Annual return | 12.18% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,627 | $2,789-5.8% | $5,568-52.8% | $4,046-35.1% |
| Admin fee / account holder | $8 | $710-98.9% | $16,237-100.0% | $626-98.8% |