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... | $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 | $47,105-40.8% | $68,368-59.2% | $67,986-59.0% |
| Participation rate | 87.2% | 51.8%+35.4pp | 73.8%+13.5pp | 57.2%+30.0pp |
| Annual return | 11.12% | 48.37%-37.3pp | 292.57%-281.5pp | 31.67%-20.5pp |
| Employer contribution / active EE | $1,340 | $1,859-27.9% | $2,649-49.4% | $2,019-33.6% |
| Participant deferral / active EE | $2,238 | $2,374-5.7% | $4,123-45.7% | $3,358-33.4% |
| Admin fee / account holder | $6 | $2,435-99.7% | $5,150-99.9% | $3,203-99.8% |