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 | Claims processing; Participant loan p... | $6,191 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,821 | $50,982-63.1% | $154,803-87.8% | $85,563-78.0% |
| Participation rate | 72.5% | 59.8%+12.7pp | 78.1%-5.6pp | 66.0%+6.5pp |
| Annual return | 9.13% | 30.35%-21.2pp | 58.88%-49.7pp | 31.51%-22.4pp |
| Employer contribution / active EE | $1,174 | $1,708-31.3% | $4,305-72.7% | $2,654-55.8% |
| Participant deferral / active EE | $1,162 | $2,474-53.0% | $5,540-79.0% | $4,375-73.4% |
| Admin fee / account holder | $12 | $846-98.6% | $14,329-99.9% | $834-98.6% |