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 TORK, NY 10022 | Participant loan processing; Claims p... | $623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,582 | $58,264-44.1% | $86,612-62.4% | $71,457-54.4% |
| Participation rate | 52.4% | 65.0%-12.6pp | 71.7%-19.3pp | 67.9%-15.5pp |
| Annual return | 15.72% | 21.63%-5.9pp | 591.07%-575.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,267 | $2,574-11.9% | $3,022-25.0% | $2,588-12.4% |
| Participant deferral / active EE | $1,201 | $3,436-65.0% | $4,438-72.9% | $4,289-72.0% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,614-99.9% | $1,587-99.6% |