Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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... | $1,687 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,760 | $45,343-43.2% | $150,298-82.9% | $67,986-62.1% |
| Participation rate | 86.4% | 51.9%+34.5pp | 77.8%+8.6pp | 57.2%+29.2pp |
| Annual return | 9.81% | 33.28%-23.5pp | 62.79%-53.0pp | 31.67%-21.9pp |
| Employer contribution / active EE | $394 | $1,462-73.0% | $4,154-90.5% | $2,019-80.5% |
| Participant deferral / active EE | $1,447 | $2,055-29.6% | $5,453-73.5% | $3,358-56.9% |
| Admin fee / account holder | $12 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |