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... | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,608 | $77,899-22.2% | $149,673-59.5% | $75,163-19.4% |
| Participation rate | 54.3% | 65.6%-11.3pp | 78.8%-24.5pp | 67.2%-12.9pp |
| Annual return | 11.83% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $580 | $3,137-81.5% | $4,818-88.0% | $2,670-78.3% |
| Participant deferral / active EE | $1,344 | $3,411-60.6% | $5,680-76.3% | $4,125-67.4% |
| Admin fee / account holder | $6 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |