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... | $2,760 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,122 | $85,135-71.7% | $98,907-75.6% | $73,409-67.1% |
| Participation rate | 95.2% | 81.1%+14.0pp | 76.0%+19.2pp | 72.2%+23.0pp |
| Annual return | 14.88% | 19.14%-4.3pp | 196.43%-181.5pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,529 | $2,721-43.8% | $2,689-43.1% | $2,234-31.6% |
| Participant deferral / active EE | $1,972 | $4,349-54.7% | $4,244-53.5% | $3,805-48.2% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |