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... | $8,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,989 | $56,485-43.4% | $185,823-82.8% | $86,799-63.1% |
| Participation rate | 98.7% | 65.5%+33.3pp | 81.7%+17.0pp | 72.3%+26.5pp |
| Annual return | 20.55% | 118.04%-97.5pp | 122.05%-101.5pp | 97.91%-77.4pp |
| Employer contribution / active EE | $1,287 | $1,843-30.1% | $5,167-75.1% | $2,405-46.5% |
| Participant deferral / active EE | $2,699 | $2,553+5.7% | $5,568-51.5% | $4,131-34.7% |
| Admin fee / account holder | $12 | $150-91.7% | $16,237-99.9% | $170-92.6% |