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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,884 | $55,415+2.7% | $155,509-63.4% | $74,495-23.6% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 12.55% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $5,650 | $2,267+149.2% | $4,672+20.9% | $2,623+115.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |