Filed August 27, 2026
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 ... | $1,634 |
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 | $46,889 | $52,953-11.5% | $172,739-72.9% | $65,185-28.1% |
| Participation rate | 66.5% | 66.2%+0.3pp | 82.6%-16.2pp | 70.2%-3.7pp |
| Annual return | 24.80% | 30.12%-5.3pp | 802.84%-778.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $478 | $2,190-78.2% | $5,143-90.7% | $2,177-78.1% |
| Participant deferral / active EE | $2,002 | $2,471-19.0% | $5,198-61.5% | $3,514-43.0% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-99.0% |