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... | $1,805 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,943 | $47,105-38.6% | $68,368-57.7% | $67,986-57.4% |
| Participation rate | 95.2% | 51.8%+43.4pp | 73.8%+21.4pp | 57.2%+37.9pp |
| Annual return | 15.29% | 48.37%-33.1pp | 292.57%-277.3pp | 31.67%-16.4pp |
| Employer contribution / active EE | $2,020 | $1,859+8.7% | $2,649-23.8% | $2,0190% |
| Participant deferral / active EE | $2,718 | $2,374+14.5% | $4,123-34.1% | $3,358-19.1% |
| Admin fee / account holder | $5 | $2,435-99.8% | $5,150-99.9% | $3,203-99.8% |