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... | $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 | $56,317-48.6% | $71,209-59.4% | $74,304-61.0% |
| Participation rate | 95.2% | 55.1%+40.0pp | 73.8%+21.4pp | 60.3%+34.8pp |
| Annual return | 15.29% | 42.83%-27.5pp | 282.51%-267.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,020 | $2,160-6.5% | $2,721-25.8% | $2,241-9.9% |
| Participant deferral / active EE | $2,718 | $2,788-2.5% | $4,175-34.9% | $3,767-27.9% |
| Admin fee / account holder | $5 | $2,290-99.8% | $5,349-99.9% | $2,969-99.8% |