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 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,092 | $86,929+28.9% | $102,423+9.4% | $80,856+38.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 12.57% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,701 | $2,369+14.0% | $3,023-10.7% | $2,755-2.0% |
| Participant deferral / active EE | $5,129 | $4,118+24.5% | $5,053+1.5% | $4,296+19.4% |
| Admin fee / account holder | $15 | $8,049-99.8% | $9,451-99.8% | $6,918-99.8% |