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... | $3,394 |
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 | $83,680 | $95,274-12.2% | $135,903-38.4% | $74,419+12.4% |
| Participation rate | 96.4% | 78.2%+18.2pp | 81.9%+14.5pp | 70.7%+25.6pp |
| Annual return | 15.39% | 32.77%-17.4pp | 68.23%-52.8pp | 34.38%-19.0pp |
| Employer contribution / active EE | $4,304 | $3,874+11.1% | $4,856-11.4% | $2,637+63.2% |
| Participant deferral / active EE | $4,123 | $7,782-47.0% | $7,758-46.9% | $4,528-8.9% |
| Admin fee / account holder | $7 | $266-97.3% | $10,762-99.9% | $348-97.9% |