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 5-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 ... | $387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,010 | $61,272-93.5% | $149,673-97.3% | $71,457-94.4% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.2pp | 67.9%-1.4pp |
| Annual return | 19.69% | 35.85%-16.2pp | 134.42%-114.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $612 | $2,378-74.3% | $4,818-87.3% | $2,588-76.3% |
| Participant deferral / active EE | $1,154 | $2,917-60.4% | $5,680-79.7% | $4,289-73.1% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.9% |