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; Participant loan p... | $335 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,270 | $65,061-45.8% | $143,757-75.5% | $66,914-47.3% |
| Participation rate | 44.1% | 65.2%-21.1pp | 80.3%-36.2pp | 69.8%-25.7pp |
| Annual return | -10.46% | -11.14%+0.7pp | -0.04%-10.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,379 | $2,919-52.8% | $5,637-75.5% | $4,237-67.4% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |