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... | $1,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,618 | $47,126-5.3% | $149,673-70.2% | $74,419-40.0% |
| Participation rate | 72.2% | 63.4%+8.8pp | 78.8%-6.5pp | 70.7%+1.5pp |
| Annual return | 13.59% | 22.75%-9.2pp | 134.42%-120.8pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,175 | $1,905-38.3% | $4,818-75.6% | $2,637-55.4% |
| Participant deferral / active EE | $1,809 | $2,728-33.7% | $5,680-68.2% | $4,528-60.1% |
| Admin fee / account holder | $6 | $343-98.2% | $13,210-100.0% | $348-98.3% |