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... | $4,632 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,301 | $47,126-35.7% | $149,673-79.8% | $74,419-59.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.59% | 22.75%-3.2pp | 134.42%-114.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,605 | $1,905+36.7% | $4,818-45.9% | $2,637-1.2% |
| Participant deferral / active EE | $3,954 | $2,728+44.9% | $5,680-30.4% | $4,528-12.7% |
| Admin fee / account holder | $9 | $343-97.3% | $13,210-99.9% | $348-97.3% |