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... | $5,229 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,537 | $56,317+44.8% | $71,209+14.5% | $74,304+9.7% |
| Participation rate | 95.8% | 55.1%+40.6pp | 73.8%+22.0pp | 60.3%+35.4pp |
| Annual return | 12.23% | 42.83%-30.6pp | 282.51%-270.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $4,217 | $2,160+95.2% | $2,721+55.0% | $2,241+88.2% |
| Participant deferral / active EE | $2,283 | $2,788-18.1% | $4,175-45.3% | $3,767-39.4% |
| Admin fee / account holder | $16 | $2,290-99.3% | $5,349-99.7% | $2,969-99.5% |