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 7-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... | $570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,465 | $65,435-39.7% | $86,677-54.5% | $66,914-41.0% |
| Participation rate | 96.5% | 75.5%+21.0pp | 76.6%+19.9pp | 69.8%+26.7pp |
| Annual return | -15.50% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,746 | $2,153+27.6% | $2,836-3.2% | $2,544+7.9% |
| Participant deferral / active EE | $4,844 | $4,100+18.1% | $4,656+4.0% | $4,237+14.3% |
| Admin fee / account holder | $4 | $642-99.4% | $7,493-100.0% | $593-99.4% |