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... | $1,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,548 | $46,292+17.8% | $143,757-62.1% | $64,808-15.8% |
| Participation rate | 87.0% | 64.2%+22.8pp | 80.3%+6.7pp | 71.5%+15.5pp |
| Annual return | -16.57% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,998 | $1,910+57.0% | $4,951-39.4% | $2,506+19.6% |
| Participant deferral / active EE | $4,571 | $2,646+72.8% | $5,637-18.9% | $4,310+6.0% |
| Admin fee / account holder | $4 | $154-97.3% | $14,673-100.0% | $188-97.8% |