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... | $1,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,826 | $61,272-26.8% | $149,673-70.1% | $71,457-37.3% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.1pp |
| Annual return | 14.53% | 35.85%-21.3pp | 134.42%-119.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,103 | $2,378-11.6% | $4,818-56.4% | $2,588-18.7% |
| Participant deferral / active EE | $1,814 | $2,917-37.8% | $5,680-68.1% | $4,289-57.7% |
| Admin fee / account holder | $9 | $1,261-99.3% | $13,210-99.9% | $1,587-99.5% |