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... | $1,362 |
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 | $35,439 | $56,317-37.1% | $71,209-50.2% | $74,304-52.3% |
| Participation rate | 93.3% | 55.1%+38.1pp | 73.8%+19.5pp | 60.3%+32.9pp |
| Annual return | 11.86% | 42.83%-31.0pp | 282.51%-270.6pp | 29.43%-17.6pp |
| Employer contribution / active EE | $2,175 | $2,160+0.7% | $2,721-20.1% | $2,241-2.9% |
| Participant deferral / active EE | $2,670 | $2,788-4.2% | $4,175-36.1% | $3,767-29.1% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |