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 ... | $814 |
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 | $53,728 | $49,915+7.6% | $154,803-65.3% | $74,304-27.7% |
| Participation rate | 62.0% | 54.0%+8.0pp | 78.1%-16.1pp | 60.3%+1.6pp |
| Annual return | 16.87% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,720 | $1,611+6.7% | $4,305-60.1% | $2,241-23.3% |
| Participant deferral / active EE | $2,312 | $2,255+2.6% | $5,540-58.3% | $3,767-38.6% |
| Admin fee / account holder | $6 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |