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... | $970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $61,272-62.4% | $149,673-84.6% | $71,457-67.7% |
| Participation rate | 91.5% | 62.5%+29.0pp | 78.8%+12.7pp | 67.9%+23.6pp |
| Annual return | 17.05% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,389 | $2,378-41.6% | $4,818-71.2% | $2,588-46.3% |
| Participant deferral / active EE | $2,651 | $2,917-9.1% | $5,680-53.3% | $4,289-38.2% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |