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; Participant loan p... | $589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,722 | $77,899-61.8% | $149,673-80.1% | $75,163-60.5% |
| Participation rate | 44.2% | 65.6%-21.4pp | 78.8%-34.6pp | 67.2%-23.0pp |
| Annual return | 13.94% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $468 | $3,137-85.1% | $4,818-90.3% | $2,670-82.5% |
| Participant deferral / active EE | $1,846 | $3,411-45.9% | $5,680-67.5% | $4,125-55.3% |
| Admin fee / account holder | $5 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |