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 ... | $1,917 |
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 | $57,564 | $50,982+12.9% | $154,803-62.8% | $85,563-32.7% |
| Participation rate | 38.1% | 59.8%-21.6pp | 78.1%-39.9pp | 66.0%-27.8pp |
| Annual return | 12.11% | 30.35%-18.2pp | 58.88%-46.8pp | 31.51%-19.4pp |
| Employer contribution / active EE | $455 | $1,708-73.4% | $4,305-89.4% | $2,654-82.9% |
| Participant deferral / active EE | $1,278 | $2,474-48.4% | $5,540-76.9% | $4,375-70.8% |
| Admin fee / account holder | $9 | $846-98.9% | $14,329-99.9% | $834-98.9% |