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... | $5,516 |
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 | $57,340 | $104,317-45.0% | $159,436-64.0% | $86,799-33.9% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 13.72% | 26.32%-12.6pp | 263.57%-249.9pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,501 | $3,451-27.5% | $4,829-48.2% | $2,405+4.0% |
| Participant deferral / active EE | $3,726 | $6,837-45.5% | $7,352-49.3% | $4,131-9.8% |
| Admin fee / account holder | $107 | $172-37.7% | $10,799-99.0% | $170-36.7% |