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... | $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 | $216,711-90.6% | $136,749-85.0% | $85,563-76.1% |
| Participation rate | 79.5% | 51.7%+27.7pp | 72.1%+7.3pp | 66.0%+13.5pp |
| Annual return | 15.25% | 15.26%0pp | 24.33%-9.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,248 | $1,660-24.8% | $3,400-63.3% | $2,654-53.0% |
| Participant deferral / active EE | $1,913 | $2,635-27.4% | $4,692-59.2% | $4,375-56.3% |
| Admin fee / account holder | $5 | $1,223-99.6% | $11,386-100.0% | $834-99.4% |