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 5-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 | Claims processing; Participant loan p... | $5,303 |
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 | $15,261 | $50,982-70.1% | $154,803-90.1% | $85,563-82.2% |
| Participation rate | 94.1% | 59.8%+34.3pp | 78.1%+16.1pp | 66.0%+28.2pp |
| Annual return | 419.21% | 30.35%+388.9pp | 58.88%+360.3pp | 31.51%+387.7pp |
| Employer contribution / active EE | $1,305 | $1,708-23.6% | $4,305-69.7% | $2,654-50.8% |
| Participant deferral / active EE | $1,751 | $2,474-29.2% | $5,540-68.4% | $4,375-60.0% |
| Admin fee / account holder | $7 | $846-99.2% | $14,329-100.0% | $834-99.2% |