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 ... | $68 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,851 | $55,415+22.4% | $155,509-56.4% | $74,495-8.9% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 16.89% | 268.50%-251.6pp | 64.67%-47.8pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,618 | $2,267-28.7% | $4,672-65.4% | $2,623-38.3% |
| Participant deferral / active EE | $4,442 | $2,836+56.6% | $5,626-21.1% | $4,346+2.2% |
| Admin fee / account holder | $271 | $1,738-84.4% | $15,912-98.3% | $1,942-86.0% |