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... | $101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,877 | $54,350-57.9% | $82,719-72.3% | $68,494-66.6% |
| Participation rate | 94.0% | 63.9%+30.1pp | 72.6%+21.5pp | 67.9%+26.1pp |
| Annual return | -10.30% | -13.67%+3.4pp | 701.18%-711.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,021 | $2,218-8.9% | $3,009-32.8% | $2,596-22.1% |
| Participant deferral / active EE | $2,076 | $3,246-36.0% | $4,395-52.8% | $4,027-48.4% |
| Admin fee / account holder | $4 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |