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; Account maintenanc... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,665 | $65,061-80.5% | $143,757-91.2% | $66,914-81.1% |
| Participation rate | 31.9% | 65.2%-33.2pp | 80.3%-48.4pp | 69.8%-37.9pp |
| Annual return | -8.84% | -11.14%+2.3pp | -0.04%-8.8pp | 1.58%-10.4pp |
| Employer contribution / active EE | $285 | $2,361-87.9% | $4,951-94.2% | $2,544-88.8% |
| Participant deferral / active EE | $1,357 | $2,919-53.5% | $5,637-75.9% | $4,237-68.0% |
| Admin fee / account holder | $3 | $502-99.5% | $14,673-100.0% | $593-99.6% |