Filed January 4, 2018
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 ... | $6,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,729 | $56,485-42.1% | $185,823-82.4% | $86,799-62.3% |
| Participation rate | 63.7% | 65.5%-1.8pp | 81.7%-18.0pp | 72.3%-8.6pp |
| Annual return | 21.37% | 118.04%-96.7pp | 122.05%-100.7pp | 97.91%-76.5pp |
| Employer contribution / active EE | $666 | $1,843-63.8% | $5,167-87.1% | $2,405-72.3% |
| Participant deferral / active EE | $1,924 | $2,553-24.6% | $5,568-65.4% | $4,131-53.4% |
| Admin fee / account holder | $10 | $150-93.1% | $16,237-99.9% | $170-93.9% |