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 8-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; Recordkeeping and ... | $151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,841 | $61,272-56.2% | $149,673-82.1% | $71,457-62.4% |
| Participation rate | 31.3% | 62.5%-31.2pp | 78.8%-47.5pp | 67.9%-36.6pp |
| Annual return | 11.36% | 35.85%-24.5pp | 134.42%-123.1pp | 28.85%-17.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,077 | $2,917-63.1% | $5,680-81.0% | $4,289-74.9% |
| Admin fee / account holder | $1 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |