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; Claims p... | $14,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $50,982-59.8% | $154,803-86.8% | $85,563-76.0% |
| Participation rate | 99.4% | 59.8%+39.6pp | 78.1%+21.3pp | 66.0%+33.4pp |
| Annual return | 18.29% | 30.35%-12.1pp | 58.88%-40.6pp | 31.51%-13.2pp |
| Employer contribution / active EE | $1,195 | $1,708-30.0% | $4,305-72.2% | $2,654-55.0% |
| Participant deferral / active EE | $1,506 | $2,474-39.1% | $5,540-72.8% | $4,375-65.6% |
| Admin fee / account holder | $11 | $846-98.7% | $14,329-99.9% | $834-98.7% |