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... | $10,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,856 | $50,982+5.6% | $154,803-65.2% | $85,563-37.1% |
| Participation rate | 65.5% | 59.8%+5.7pp | 78.1%-12.6pp | 66.0%-0.5pp |
| Annual return | 10.70% | 30.35%-19.6pp | 58.88%-48.2pp | 31.51%-20.8pp |
| Employer contribution / active EE | $1,077 | $1,708-36.9% | $4,305-75.0% | $2,654-59.4% |
| Participant deferral / active EE | $2,075 | $2,474-16.1% | $5,540-62.5% | $4,375-52.6% |
| Admin fee / account holder | $13 | $846-98.5% | $14,329-99.9% | $834-98.5% |