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; Recordke... | $1,920 |
Annual investment return 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 | $35,404 | $56,317-37.1% | $71,209-50.3% | $74,304-52.4% |
| Participation rate | 89.6% | 55.1%+34.5pp | 73.8%+15.9pp | 60.3%+29.3pp |
| Annual return | 7.54% | 42.83%-35.3pp | 282.51%-275.0pp | 29.43%-21.9pp |
| Employer contribution / active EE | $2,413 | $2,160+11.7% | $2,721-11.3% | $2,241+7.7% |
| Participant deferral / active EE | $1,288 | $2,788-53.8% | $4,175-69.1% | $3,767-65.8% |
| Admin fee / account holder | $12 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |