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... | $3,568 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,417 | $85,563-90.2% | - | $85,563-90.2% |
| Participation rate | 71.6% | 66.0%+5.7pp | - | 66.0%+5.7pp |
| Annual return | 12.98% | 31.51%-18.5pp | - | 31.51%-18.5pp |
| Employer contribution / active EE | $1,613 | $2,654-39.2% | - | $2,654-39.2% |
| Participant deferral / active EE | $302 | $4,375-93.1% | - | $4,375-93.1% |
| Admin fee / account holder | $0 | $834-100.0% | - | $834-100.0% |