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... | $4,195 |
Participant contribution per participant 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 | $46,981 | $88,890-47.1% | $102,423-54.1% | $77,643-39.5% |
| Participation rate | 91.0% | 80.9%+10.1pp | 76.5%+14.5pp | 70.6%+20.4pp |
| Annual return | 14.63% | 24.98%-10.4pp | 29.32%-14.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,759 | $2,698+39.4% | $3,023+24.3% | $2,726+37.9% |
| Participant deferral / active EE | $2,125 | $5,145-58.7% | $5,053-57.9% | $4,647-54.3% |
| Admin fee / account holder | $10 | $235-95.7% | $9,451-99.9% | $430-97.7% |