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... | $377 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,008 | $46,292-54.6% | $143,757-85.4% | $64,808-67.6% |
| Participation rate | 42.4% | 64.2%-21.8pp | 80.3%-37.9pp | 71.5%-29.1pp |
| Annual return | -15.12% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $348 | $1,910-81.8% | $4,951-93.0% | $2,506-86.1% |
| Participant deferral / active EE | $1,216 | $2,646-54.0% | $5,637-78.4% | $4,310-71.8% |
| Admin fee / account holder | $4 | $154-97.4% | $14,673-100.0% | $188-97.9% |