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 | Account maintenance fees; Claims proc... | $989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,966 | $52,953-51.0% | $172,739-85.0% | $65,185-60.2% |
| Participation rate | 59.0% | 66.2%-7.2pp | 82.6%-23.6pp | 70.2%-11.2pp |
| Annual return | 17.93% | 30.12%-12.2pp | 802.84%-784.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $986 | $2,190-55.0% | $5,143-80.8% | $2,177-54.7% |
| Participant deferral / active EE | $1,463 | $2,471-40.8% | $5,198-71.9% | $3,514-58.4% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |