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 ... | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,413 | $52,953-19.9% | $172,739-75.4% | $65,185-34.9% |
| Participation rate | 24.1% | 66.2%-42.1pp | 82.6%-58.5pp | 70.2%-46.1pp |
| Annual return | 26.01% | 30.12%-4.1pp | 802.84%-776.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $627 | $2,190-71.3% | $5,143-87.8% | $2,177-71.2% |
| Participant deferral / active EE | $1,120 | $2,471-54.7% | $5,198-78.5% | $3,514-68.1% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |