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... | $1,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,401 | $61,272-34.1% | $149,673-73.0% | $71,457-43.5% |
| Participation rate | 70.0% | 62.5%+7.5pp | 78.8%-8.8pp | 67.9%+2.1pp |
| Annual return | 20.57% | 35.85%-15.3pp | 134.42%-113.9pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,936 | $2,378-18.6% | $4,818-59.8% | $2,588-25.2% |
| Participant deferral / active EE | $1,796 | $2,917-38.4% | $5,680-68.4% | $4,289-58.1% |
| Admin fee / account holder | $3 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |