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 ... | $989 |
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 | $46,128 | $47,126-2.1% | $149,673-69.2% | $74,419-38.0% |
| Participation rate | 67.9% | 63.4%+4.5pp | 78.8%-10.9pp | 70.7%-2.8pp |
| Annual return | 16.25% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,616 | $1,905-15.2% | $4,818-66.4% | $2,637-38.7% |
| Participant deferral / active EE | $2,054 | $2,728-24.7% | $5,680-63.8% | $4,528-54.6% |
| Admin fee / account holder | $3 | $343-99.0% | $13,210-100.0% | $348-99.0% |