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 | Claims processing; Participant loan p... | $6,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,203 | $50,982-30.9% | $154,803-77.3% | $85,563-58.9% |
| Participation rate | 96.8% | 59.8%+37.0pp | 78.1%+18.7pp | 66.0%+30.9pp |
| Annual return | 13.88% | 30.35%-16.5pp | 58.88%-45.0pp | 31.51%-17.6pp |
| Employer contribution / active EE | $2,116 | $1,708+23.9% | $4,305-50.9% | $2,654-20.3% |
| Participant deferral / active EE | $3,946 | $2,474+59.5% | $5,540-28.8% | $4,375-9.8% |
| Admin fee / account holder | $12 | $846-98.6% | $14,329-99.9% | $834-98.6% |