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 9-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 ... | $2,208 |
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 | $41,522 | $58,290-28.8% | $98,442-57.8% | $86,799-52.2% |
| Participation rate | 50.7% | 68.3%-17.7pp | 73.3%-22.7pp | 72.3%-21.6pp |
| Annual return | 21.92% | 43.48%-21.6pp | 1492.73%-1470.8pp | 97.91%-76.0pp |
| Employer contribution / active EE | $967 | $2,008-51.8% | $2,960-67.3% | $2,405-59.8% |
| Participant deferral / active EE | $1,344 | $3,152-57.4% | $4,276-68.6% | $4,131-67.5% |
| Admin fee / account holder | $11 | $138-91.8% | $5,949-99.8% | $170-93.3% |