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 6-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... | $1,878 |
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 | $6,979 | $61,272-88.6% | $149,673-95.3% | $71,457-90.2% |
| Participation rate | 88.1% | 62.5%+25.6pp | 78.8%+9.3pp | 67.9%+20.2pp |
| Annual return | 16.19% | 35.85%-19.7pp | 134.42%-118.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,079 | $2,378-54.6% | $4,818-77.6% | $2,588-58.3% |
| Participant deferral / active EE | $1,034 | $2,917-64.6% | $5,680-81.8% | $4,289-75.9% |
| Admin fee / account holder | $8 | $1,261-99.3% | $13,210-99.9% | $1,587-99.5% |