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; Recordke... | $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 | $46,464-25.4% | $150,298-76.9% | $79,634-56.5% |
| Participation rate | 94.6% | 57.0%+37.6pp | 77.8%+16.8pp | 62.5%+32.1pp |
| Annual return | 12.78% | 27.89%-15.1pp | 62.79%-50.0pp | 36.46%-23.7pp |
| Employer contribution / active EE | $1,000 | $1,512-33.8% | $4,154-75.9% | $2,529-60.4% |
| Participant deferral / active EE | $1,296 | $2,157-39.9% | $5,453-76.2% | $3,835-66.2% |
| Admin fee / account holder | $4 | $891-99.5% | $14,116-100.0% | $1,002-99.6% |