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; Claims p... | $6,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,236 | $50,820-54.3% | $155,567-85.1% | $77,671-70.1% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 12.82% | 34.85%-22.0pp | 64.74%-51.9pp | 31.21%-18.4pp |
| Employer contribution / active EE | $679 | $1,993-66.0% | $4,674-85.5% | $2,726-75.1% |
| Participant deferral / active EE | $2,175 | $2,823-23.0% | $5,628-61.4% | $4,648-53.2% |
| Admin fee / account holder | $19 | $436-95.7% | $15,916-99.9% | $430-95.6% |