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... | $3,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,659 | $50,982-32.0% | $154,803-77.6% | $85,563-59.5% |
| Participation rate | 94.6% | 59.8%+34.8pp | 78.1%+16.5pp | 66.0%+28.6pp |
| Annual return | 12.78% | 30.35%-17.6pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,000 | $1,708-41.4% | $4,305-76.8% | $2,654-62.3% |
| Participant deferral / active EE | $1,296 | $2,474-47.6% | $5,540-76.6% | $4,375-70.4% |
| Admin fee / account holder | $4 | $846-99.5% | $14,329-100.0% | $834-99.5% |