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 9-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... | $818 |
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 | $60,342 | $58,264+3.6% | $86,612-30.3% | $71,457-15.6% |
| Participation rate | 47.6% | 65.0%-17.4pp | 71.7%-24.1pp | 67.9%-20.3pp |
| Annual return | 15.34% | 21.63%-6.3pp | 591.07%-575.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $198 | $2,574-92.3% | $3,022-93.5% | $2,588-92.4% |
| Participant deferral / active EE | $2,030 | $3,436-40.9% | $4,438-54.3% | $4,289-52.7% |
| Admin fee / account holder | $5 | $1,057-99.5% | $5,614-99.9% | $1,587-99.7% |