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... | $2,837 |
Participant contribution per participant 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 | $26,303 | $56,485-53.4% | $185,823-85.8% | $86,799-69.7% |
| Participation rate | 84.2% | 65.5%+18.7pp | 81.7%+2.5pp | 72.3%+11.9pp |
| Annual return | 15.01% | 118.04%-103.0pp | 122.05%-107.0pp | 97.91%-82.9pp |
| Employer contribution / active EE | $978 | $1,843-47.0% | $5,167-81.1% | $2,405-59.4% |
| Participant deferral / active EE | $707 | $2,553-72.3% | $5,568-87.3% | $4,131-82.9% |
| Admin fee / account holder | $8 | $150-94.6% | $16,237-100.0% | $170-95.2% |