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 ... | $1,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,667 | $58,879-58.1% | $178,490-86.2% | $73,488-66.4% |
| Participation rate | 69.6% | 66.2%+3.4pp | 81.9%-12.3pp | 70.7%-1.1pp |
| Annual return | 15.29% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $653 | $2,236-70.8% | $5,011-87.0% | $2,270-71.2% |
| Participant deferral / active EE | $832 | $2,567-67.6% | $5,202-84.0% | $3,740-77.7% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |