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... | $5,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,802 | $62,132-44.0% | $185,823-81.3% | $73,488-52.6% |
| Participation rate | 98.6% | 67.8%+30.8pp | 78.0%+20.6pp | 70.7%+28.0pp |
| Annual return | 14.68% | 20.44%-5.8pp | 35.95%-21.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,337 | $1,681+39.0% | $4,087-42.8% | $2,270+3.0% |
| Participant deferral / active EE | $4,142 | $3,711+11.6% | $5,632-26.4% | $3,740+10.8% |
| Admin fee / account holder | $10 | $419-97.7% | $9,500-99.9% | $513-98.1% |