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 ... | $1,652 |
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 | $49,239 | $58,879-16.4% | $178,490-72.4% | $73,488-33.0% |
| Participation rate | 59.0% | 66.2%-7.2pp | 81.9%-22.9pp | 70.7%-11.7pp |
| Annual return | 12.01% | 24.86%-12.8pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $434 | $2,236-80.6% | $5,011-91.3% | $2,270-80.9% |
| Participant deferral / active EE | $1,464 | $2,567-43.0% | $5,202-71.9% | $3,740-60.8% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |