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... | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,613 | $65,061-59.1% | $143,757-81.5% | $66,914-60.2% |
| Participation rate | 84.4% | 65.2%+19.2pp | 80.3%+4.1pp | 69.8%+14.6pp |
| Annual return | -14.14% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,340 | $2,361-43.2% | $4,951-72.9% | $2,544-47.3% |
| Participant deferral / active EE | $1,296 | $2,919-55.6% | $5,637-77.0% | $4,237-69.4% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.7% |