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... | $410 |
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 | $34,762 | $77,899-55.4% | $149,673-76.8% | $75,163-53.8% |
| Participation rate | 94.3% | 65.6%+28.7pp | 78.8%+15.6pp | 67.2%+27.1pp |
| Annual return | 11.06% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,562 | $3,137-50.2% | $4,818-67.6% | $2,670-41.5% |
| Participant deferral / active EE | $2,395 | $3,411-29.8% | $5,680-57.8% | $4,125-41.9% |
| Admin fee / account holder | $3 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |