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 8-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; Claims p... | $1,731 |
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 | $7,000 | $47,126-85.1% | $149,673-95.3% | $74,419-90.6% |
| Participation rate | 87.3% | 63.4%+23.9pp | 78.8%+8.5pp | 70.7%+16.6pp |
| Annual return | 21.11% | 22.75%-1.6pp | 134.42%-113.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $721 | $1,905-62.2% | $4,818-85.0% | $2,637-72.7% |
| Participant deferral / active EE | $1,628 | $2,728-40.3% | $5,680-71.3% | $4,528-64.0% |
| Admin fee / account holder | $6 | $343-98.3% | $13,210-100.0% | $348-98.3% |