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; Account ... | $3,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,886 | $55,415-51.5% | $155,509-82.7% | $74,495-63.9% |
| Participation rate | 81.6% | 61.9%+19.7pp | 78.2%+3.4pp | 67.2%+14.4pp |
| Annual return | 15.06% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,300 | $2,267-42.7% | $4,672-72.2% | $2,623-50.4% |
| Participant deferral / active EE | $2,738 | $2,836-3.5% | $5,626-51.3% | $4,346-37.0% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |