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... | $1,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,498 | $63,745-67.8% | $98,442-79.2% | $79,386-74.2% |
| Participation rate | 87.4% | 69.9%+17.5pp | 73.3%+14.0pp | 70.7%+16.7pp |
| Annual return | 21.75% | 625.80%-604.1pp | 1492.73%-1471.0pp | 116.85%-95.1pp |
| Employer contribution / active EE | $740 | $2,557-71.1% | $2,960-75.0% | $2,427-69.5% |
| Participant deferral / active EE | $2,056 | $3,303-37.8% | $4,276-51.9% | $4,046-49.2% |
| Admin fee / account holder | $5 | $516-99.0% | $5,949-99.9% | $626-99.2% |