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 ... | $5,471 |
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 | $77,125 | $50,820+51.8% | $155,567-50.4% | $77,671-0.7% |
| Participation rate | 41.0% | 63.1%-22.1pp | 78.2%-37.1pp | 70.6%-29.5pp |
| Annual return | 13.43% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,360 | $1,993-31.7% | $4,674-70.9% | $2,726-50.1% |
| Participant deferral / active EE | $1,832 | $2,823-35.1% | $5,628-67.4% | $4,648-60.6% |
| Admin fee / account holder | $15 | $436-96.5% | $15,916-99.9% | $430-96.4% |