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... | $1,333 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,966 | $52,953-52.9% | $172,739-85.5% | $65,185-61.7% |
| Participation rate | 46.4% | 66.2%-19.8pp | 82.6%-36.3pp | 70.2%-23.8pp |
| Annual return | 25.31% | 30.12%-4.8pp | 802.84%-777.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $288 | $2,190-86.8% | $5,143-94.4% | $2,177-86.7% |
| Participant deferral / active EE | $884 | $2,471-64.2% | $5,198-83.0% | $3,514-74.8% |
| Admin fee / account holder | $99 | $472-79.0% | $13,954-99.3% | $847-88.3% |