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; Recordkeeping and ... | $3,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,237 | $46,292-8.8% | $143,757-70.6% | $64,808-34.8% |
| Participation rate | 67.0% | 64.2%+2.8pp | 80.3%-13.3pp | 71.5%-4.4pp |
| Annual return | -11.49% | -10.05%-1.4pp | -0.04%-11.4pp | 32.82%-44.3pp |
| Employer contribution / active EE | $796 | $1,910-58.3% | $4,951-83.9% | $2,506-68.2% |
| Participant deferral / active EE | $1,864 | $2,646-29.6% | $5,637-66.9% | $4,310-56.8% |
| Admin fee / account holder | $11 | $154-92.8% | $14,673-99.9% | $188-94.1% |