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; Account ... | $2,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,904 | $81,248-66.9% | $155,509-82.7% | $80,856-66.7% |
| Participation rate | 72.1% | 66.2%+5.8pp | 78.2%-6.1pp | 67.6%+4.4pp |
| Annual return | 13.15% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $460 | $3,100-85.1% | $4,672-90.1% | $2,755-83.3% |
| Participant deferral / active EE | $1,544 | $3,452-55.3% | $5,626-72.6% | $4,296-64.1% |
| Admin fee / account holder | $11 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |