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 9-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... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,715 | $52,208-37.3% | $86,612-62.2% | $74,419-56.0% |
| Participation rate | 51.4% | 66.3%-14.9pp | 71.7%-20.3pp | 70.7%-19.3pp |
| Annual return | 16.74% | 44.46%-27.7pp | 591.07%-574.3pp | 34.38%-17.6pp |
| Employer contribution / active EE | $188 | $2,282-91.8% | $3,022-93.8% | $2,637-92.9% |
| Participant deferral / active EE | $1,142 | $3,383-66.3% | $4,438-74.3% | $4,528-74.8% |
| Admin fee / account holder | $11 | $319-96.4% | $5,614-99.8% | $348-96.7% |