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... | $10,668 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,622 | $46,292-64.1% | $143,757-88.4% | $64,808-74.4% |
| Participation rate | 75.3% | 64.2%+11.1pp | 80.3%-5.0pp | 71.5%+3.9pp |
| Annual return | -14.38% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $761 | $1,910-60.2% | $4,951-84.6% | $2,506-69.6% |
| Participant deferral / active EE | $964 | $2,646-63.6% | $5,637-82.9% | $4,310-77.6% |
| Admin fee / account holder | $11 | $154-92.8% | $14,673-99.9% | $188-94.1% |