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 ... | $2,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,873 | $55,415-26.2% | $155,509-73.7% | $74,495-45.1% |
| Participation rate | 89.0% | 61.9%+27.1pp | 78.2%+10.9pp | 67.2%+21.8pp |
| Annual return | 25.07% | 268.50%-243.4pp | 64.67%-39.6pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $1,154 | $2,267-49.1% | $4,672-75.3% | $2,623-56.0% |
| Participant deferral / active EE | $4,137 | $2,836+45.9% | $5,626-26.5% | $4,346-4.8% |
| Admin fee / account holder | $13 | $1,738-99.3% | $15,912-99.9% | $1,942-99.3% |