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 | Claims processing; Participant loan p... | $1,435 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,889 | $56,317-50.5% | $71,209-60.8% | $74,304-62.5% |
| Participation rate | 87.2% | 55.1%+32.1pp | 73.8%+13.5pp | 60.3%+26.9pp |
| Annual return | 11.12% | 42.83%-31.7pp | 282.51%-271.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,340 | $2,160-38.0% | $2,721-50.8% | $2,241-40.2% |
| Participant deferral / active EE | $2,238 | $2,788-19.7% | $4,175-46.4% | $3,767-40.6% |
| Admin fee / account holder | $6 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |