Filed March 27, 2025
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; Account ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,406 | $46,292-40.8% | $143,757-80.9% | $64,808-57.7% |
| Participation rate | 77.9% | 64.2%+13.7pp | 80.3%-2.4pp | 71.5%+6.4pp |
| Annual return | -10.73% | -10.05%-0.7pp | -0.04%-10.7pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,350 | $1,910-29.3% | $4,951-72.7% | $2,506-46.1% |
| Participant deferral / active EE | $4,368 | $2,646+65.1% | $5,637-22.5% | $4,310+1.3% |
| Admin fee / account holder | $9 | $154-94.4% | $14,673-99.9% | $188-95.4% |