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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $4,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,749 | $106,028+6.3% | $146,958-23.3% | $77,643+45.2% |
| Participation rate | 87.2% | 78.4%+8.9pp | 82.2%+5.1pp | 70.6%+16.7pp |
| Annual return | 14.93% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,111 | $4,063-23.4% | $4,933-36.9% | $2,726+14.1% |
| Participant deferral / active EE | $6,002 | $7,990-24.9% | $8,070-25.6% | $4,647+29.2% |
| Admin fee / account holder | $24 | $337-92.9% | $12,998-99.8% | $430-94.4% |