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; Claims p... | $2,679 |
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 | $85,803 | $65,557+30.9% | $64,056+34.0% | $71,457+20.1% |
| Participation rate | 95.5% | 73.2%+22.3pp | 72.3%+23.2pp | 67.9%+27.5pp |
| Annual return | 10.57% | 18.94%-8.4pp | 33.69%-23.1pp | 28.85%-18.3pp |
| Employer contribution / active EE | $4,905 | $2,669+83.8% | $2,747+78.6% | $2,588+89.5% |
| Participant deferral / active EE | $1,823 | $3,626-49.7% | $3,880-53.0% | $4,289-57.5% |
| Admin fee / account holder | $6 | $616-99.1% | $3,068-99.8% | $1,587-99.6% |