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... | $1,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,553 | $45,343+26.9% | $150,298-61.7% | $67,986-15.3% |
| Participation rate | 78.7% | 51.9%+26.8pp | 77.8%+0.9pp | 57.2%+21.5pp |
| Annual return | 15.87% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $2,979 | $1,462+103.8% | $4,154-28.3% | $2,019+47.6% |
| Participant deferral / active EE | $2,556 | $2,055+24.4% | $5,453-53.1% | $3,358-23.9% |
| Admin fee / account holder | $7 | $2,250-99.7% | $14,116-99.9% | $3,203-99.8% |