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 ... | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,298 | $61,156-7.9% | $185,823-69.7% | $79,386-29.1% |
| Participation rate | 56.5% | 66.6%-10.1pp | 81.7%-25.2pp | 70.7%-14.2pp |
| Annual return | 15.59% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $401 | $2,321-82.7% | $5,167-92.2% | $2,427-83.5% |
| Participant deferral / active EE | $1,538 | $2,789-44.9% | $5,568-72.4% | $4,046-62.0% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |