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 ... | $354 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,088 | $58,290+44.3% | $98,442-14.6% | $86,799-3.1% |
| Participation rate | 29.1% | 68.3%-39.2pp | 73.3%-44.2pp | 72.3%-43.2pp |
| Annual return | 27.00% | 43.48%-16.5pp | 1492.73%-1465.7pp | 97.91%-70.9pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,612 | $3,152-48.8% | $4,276-62.3% | $4,131-61.0% |
| Admin fee / account holder | $3 | $138-97.6% | $5,949-99.9% | $170-98.0% |