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... | $1,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,871 | $61,272-56.1% | $149,673-82.0% | $71,457-62.4% |
| Participation rate | 80.6% | 62.5%+18.1pp | 78.8%+1.9pp | 67.9%+12.7pp |
| Annual return | 17.12% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,923 | $2,378-19.2% | $4,818-60.1% | $2,588-25.7% |
| Participant deferral / active EE | $1,615 | $2,917-44.6% | $5,680-71.6% | $4,289-62.3% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |