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 ... | $2,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,361 | $58,879-82.4% | $178,490-94.2% | $73,488-85.9% |
| Participation rate | 59.3% | 66.2%-7.0pp | 81.9%-22.7pp | 70.7%-11.4pp |
| Annual return | 12.52% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $402 | $2,236-82.0% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $740 | $2,567-71.2% | $5,202-85.8% | $3,740-80.2% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |