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... | $1,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,774 | $56,638-17.4% | $169,368-72.4% | $74,419-37.1% |
| Participation rate | 86.8% | 67.5%+19.3pp | 77.1%+9.6pp | 70.7%+16.1pp |
| Annual return | 17.70% | 24.75%-7.1pp | 405.60%-387.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,429 | $2,027+19.8% | $4,013-39.5% | $2,637-7.9% |
| Participant deferral / active EE | $4,426 | $4,223+4.8% | $6,221-28.9% | $4,528-2.3% |
| Admin fee / account holder | $6 | $307-98.2% | $9,003-99.9% | $348-98.4% |