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... | $2,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,350 | $63,745-47.7% | $98,442-66.1% | $79,386-58.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 14.77% | 625.80%-611.0pp | 1492.73%-1478.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $979 | $2,557-61.7% | $2,960-66.9% | $2,427-59.7% |
| Participant deferral / active EE | $2,324 | $3,303-29.6% | $4,276-45.7% | $4,046-42.6% |
| Admin fee / account holder | $13 | $516-97.6% | $5,949-99.8% | $626-98.0% |