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... | $5,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,555 | $50,982-51.8% | $154,803-84.1% | $85,563-71.3% |
| Participation rate | 93.1% | 59.8%+33.3pp | 78.1%+15.0pp | 66.0%+27.1pp |
| Annual return | 16.65% | 30.35%-13.7pp | 58.88%-42.2pp | 31.51%-14.9pp |
| Employer contribution / active EE | $646 | $1,708-62.2% | $4,305-85.0% | $2,654-75.7% |
| Participant deferral / active EE | $2,069 | $2,474-16.4% | $5,540-62.7% | $4,375-52.7% |
| Admin fee / account holder | $14 | $846-98.4% | $14,329-99.9% | $834-98.4% |