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 ... | $834 |
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 | $21,926 | $65,061-66.3% | $143,757-84.7% | $66,914-67.2% |
| Participation rate | 53.9% | 65.2%-11.2pp | 80.3%-26.4pp | 69.8%-15.9pp |
| Annual return | -11.09% | -11.14%0pp | -0.04%-11.1pp | 1.58%-12.7pp |
| Employer contribution / active EE | $657 | $2,361-72.2% | $4,951-86.7% | $2,544-74.2% |
| Participant deferral / active EE | $1,058 | $2,919-63.7% | $5,637-81.2% | $4,237-75.0% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.0% |