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... | $2,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,478 | $89,241-77.1% | $134,172-84.7% | $79,634-74.3% |
| Participation rate | 79.5% | 47.1%+32.4pp | 72.5%+7.0pp | 62.5%+17.0pp |
| Annual return | 15.25% | 16.69%-1.4pp | 25.30%-10.0pp | 36.46%-21.2pp |
| Employer contribution / active EE | $1,248 | $1,634-23.7% | $3,420-63.5% | $2,529-50.7% |
| Participant deferral / active EE | $1,913 | $2,288-16.4% | $4,690-59.2% | $3,835-50.1% |
| Admin fee / account holder | $5 | $1,359-99.6% | $12,016-100.0% | $1,002-99.5% |