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... | $2,108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,922 | $47,126-34.4% | $149,673-79.3% | $74,419-58.4% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.6pp | 70.7%+25.6pp |
| Annual return | 20.27% | 22.75%-2.5pp | 134.42%-114.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $3,516 | $1,905+84.5% | $4,818-27.0% | $2,637+33.3% |
| Participant deferral / active EE | $4,018 | $2,728+47.3% | $5,680-29.3% | $4,528-11.3% |
| Admin fee / account holder | $5 | $343-98.6% | $13,210-100.0% | $348-98.7% |