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... | $1,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,763 | $109,881-21.9% | $150,045-42.8% | $84,808+1.1% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 14.75% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,065 | $3,561+42.2% | $4,693+7.9% | $2,631+92.5% |
| Participant deferral / active EE | $9,098 | $6,636+37.1% | $7,997+13.8% | $4,212+116.0% |
| Admin fee / account holder | $11 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |