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 ... | $826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,217 | $91,190-5.5% | $178,490-51.7% | $79,858+8.0% |
| Participation rate | 53.7% | 69.2%-15.5pp | 81.9%-28.2pp | 69.6%-15.9pp |
| Annual return | 12.94% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,095 | $3,236-4.4% | $5,202-40.5% | $3,740-17.3% |
| Admin fee / account holder | $10 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |