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... | $789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,312 | $77,899-38.0% | $149,673-67.7% | $75,163-35.7% |
| Participation rate | 91.6% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.4pp |
| Annual return | 15.31% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $985 | $3,137-68.6% | $4,818-79.6% | $2,670-63.1% |
| Participant deferral / active EE | $2,504 | $3,411-26.6% | $5,680-55.9% | $4,125-39.3% |
| Admin fee / account holder | $6 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |