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... | $3,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,220 | $55,415-40.1% | $155,509-78.6% | $74,495-55.4% |
| Participation rate | 89.7% | 61.9%+27.8pp | 78.2%+11.5pp | 67.2%+22.5pp |
| Annual return | 15.00% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,313 | $2,267-42.1% | $4,672-71.9% | $2,623-49.9% |
| Participant deferral / active EE | $2,990 | $2,836+5.4% | $5,626-46.8% | $4,346-31.2% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |