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 | Participant loan processing; Claims p... | $1,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,471 | $61,272-25.8% | $149,673-69.6% | $71,457-36.4% |
| Participation rate | 56.4% | 62.5%-6.1pp | 78.8%-22.4pp | 67.9%-11.5pp |
| Annual return | 17.50% | 35.85%-18.4pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $482 | $2,378-79.7% | $4,818-90.0% | $2,588-81.4% |
| Participant deferral / active EE | $1,942 | $2,917-33.4% | $5,680-65.8% | $4,289-54.7% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |