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 | Participant loan processing; Claims p... | $2,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,366 | $55,415-59.6% | $155,509-85.6% | $74,495-70.0% |
| Participation rate | 68.8% | 61.9%+6.9pp | 78.2%-9.4pp | 67.2%+1.6pp |
| Annual return | 11.36% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,090 | $2,267-51.9% | $4,672-76.7% | $2,623-58.4% |
| Participant deferral / active EE | $3,482 | $2,836+22.8% | $5,626-38.1% | $4,346-19.9% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |