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... | $2,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,033 | $49,915-31.8% | $154,803-78.0% | $74,304-54.2% |
| Participation rate | 90.7% | 54.0%+36.7pp | 78.1%+12.6pp | 60.3%+30.3pp |
| Annual return | 13.96% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,307 | $1,611-18.9% | $4,305-69.6% | $2,241-41.7% |
| Participant deferral / active EE | $1,862 | $2,255-17.4% | $5,540-66.4% | $3,767-50.6% |
| Admin fee / account holder | $5 | $2,189-99.8% | $14,329-100.0% | $2,969-99.8% |