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... | $157 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,036 | $58,264-27.9% | $86,612-51.5% | $71,457-41.2% |
| Participation rate | 41.0% | 65.0%-23.9pp | 71.7%-30.7pp | 67.9%-26.9pp |
| Annual return | 24.01% | 21.63%+2.4pp | 591.07%-567.1pp | 28.85%-4.8pp |
| Employer contribution / active EE | $571 | $2,574-77.8% | $3,022-81.1% | $2,588-77.9% |
| Participant deferral / active EE | $3,025 | $3,436-12.0% | $4,438-31.8% | $4,289-29.5% |
| Admin fee / account holder | $2 | $1,057-99.9% | $5,614-100.0% | $1,587-99.9% |