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... | $982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,071 | $65,061-66.1% | $143,757-84.6% | $66,914-67.0% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.0pp | 69.8%+12.5pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,006 | $2,361-15.0% | $4,951-59.5% | $2,544-21.2% |
| Participant deferral / active EE | $1,697 | $2,919-41.8% | $5,637-69.9% | $4,237-59.9% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.1% |