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... | $2,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,085 | $58,879-59.1% | $178,490-86.5% | $73,488-67.2% |
| Participation rate | 59.3% | 66.2%-7.0pp | 81.9%-22.7pp | 70.7%-11.4pp |
| Annual return | 10.41% | 24.86%-14.4pp | 151.07%-140.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $497 | $2,236-77.8% | $5,011-90.1% | $2,270-78.1% |
| Participant deferral / active EE | $1,424 | $2,567-44.5% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |