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 ... | $464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,117 | $61,272-55.7% | $149,673-81.9% | $71,457-62.1% |
| Participation rate | 58.5% | 62.5%-4.0pp | 78.8%-20.3pp | 67.9%-9.4pp |
| Annual return | 14.19% | 35.85%-21.7pp | 134.42%-120.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $700 | $2,378-70.6% | $4,818-85.5% | $2,588-73.0% |
| Participant deferral / active EE | $1,674 | $2,917-42.6% | $5,680-70.5% | $4,289-61.0% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.9% |