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... | $1,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,470 | $56,317-1.5% | $71,209-22.1% | $74,304-25.3% |
| Participation rate | 86.0% | 55.1%+30.9pp | 73.8%+12.3pp | 60.3%+25.7pp |
| Annual return | 14.66% | 42.83%-28.2pp | 282.51%-267.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,312 | $2,160+7.0% | $2,721-15.0% | $2,241+3.1% |
| Participant deferral / active EE | $2,866 | $2,788+2.8% | $4,175-31.4% | $3,767-23.9% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |