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 ... | $16,954 |
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 | $38,199 | $50,815-24.8% | $155,509-75.4% | $77,643-50.8% |
| Participation rate | 69.5% | 63.1%+6.4pp | 78.2%-8.7pp | 70.6%-1.1pp |
| Annual return | 14.34% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,999 | $1,993+0.3% | $4,672-57.2% | $2,726-26.7% |
| Participant deferral / active EE | $1,635 | $2,822-42.1% | $5,626-70.9% | $4,647-64.8% |
| Admin fee / account holder | $14 | $437-96.7% | $15,912-99.9% | $430-96.7% |