Filed July 14, 2025
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 | Participant loan processing; Claims p... | $1,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,971 | $56,734-48.9% | $68,368-57.6% | $103,975-72.1% |
| Participation rate | 7.5% | 61.6%-54.1pp | 73.8%-66.3pp | 72.5%-65.1pp |
| Annual return | 16.18% | 13.73%+2.5pp | 292.57%-276.4pp | 19.41%-3.2pp |
| Employer contribution / active EE | $341 | $1,867-81.7% | $2,649-87.1% | $3,722-90.8% |
| Participant deferral / active EE | $336 | $2,940-88.6% | $4,123-91.9% | $5,343-93.7% |
| Admin fee / account holder | $8 | $263-96.9% | $5,150-99.8% | $332-97.6% |