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 ... | $1,132 |
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 | $25,198 | $55,415-54.5% | $155,509-83.8% | $74,495-66.2% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 10.11% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,015 | $2,267-55.2% | $4,672-78.3% | $2,623-61.3% |
| Participant deferral / active EE | $856 | $2,836-69.8% | $5,626-84.8% | $4,346-80.3% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |