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; Account ... | $1,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,566 | $60,323-21.1% | $81,812-41.9% | $74,495-36.1% |
| Participation rate | 91.2% | 62.9%+28.3pp | 72.3%+18.8pp | 67.2%+24.0pp |
| Annual return | 19.74% | 16.90%+2.8pp | 773.79%-754.1pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $1,504 | $2,620-42.6% | $2,912-48.4% | $2,623-42.7% |
| Participant deferral / active EE | $2,752 | $3,387-18.7% | $4,319-36.3% | $4,346-36.7% |
| Admin fee / account holder | $6 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |