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 ... | $1,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,195 | $58,879-47.0% | $178,490-82.5% | $73,488-57.6% |
| Participation rate | 58.1% | 66.2%-8.1pp | 81.9%-23.8pp | 70.7%-12.6pp |
| Annual return | 10.88% | 24.86%-14.0pp | 151.07%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $629 | $2,236-71.9% | $5,011-87.4% | $2,270-72.3% |
| Participant deferral / active EE | $927 | $2,567-63.9% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |