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; Account maintenanc... | $559 |
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 | $20,035 | $65,061-69.2% | $143,757-86.1% | $66,914-70.1% |
| Participation rate | 58.8% | 65.2%-6.4pp | 80.3%-21.5pp | 69.8%-11.0pp |
| Annual return | -8.32% | -11.14%+2.8pp | -0.04%-8.3pp | 1.58%-9.9pp |
| Employer contribution / active EE | $1,726 | $2,361-26.9% | $4,951-65.1% | $2,544-32.1% |
| Participant deferral / active EE | $996 | $2,919-65.9% | $5,637-82.3% | $4,237-76.5% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |