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... | $3,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,670 | $55,472-39.3% | $155,567-78.4% | $74,546-54.8% |
| Participation rate | 60.6% | 61.9%-1.4pp | 78.2%-17.6pp | 67.2%-6.7pp |
| Annual return | 11.94% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $387 | $2,269-83.0% | $4,674-91.7% | $2,624-85.3% |
| Participant deferral / active EE | $535 | $2,838-81.2% | $5,628-90.5% | $4,347-87.7% |
| Admin fee / account holder | $17 | $1,743-99.0% | $15,916-99.9% | $1,944-99.1% |