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... | $623 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,617 | $51,197-79.3% | $82,719-87.2% | $66,914-84.1% |
| Participation rate | 61.8% | 67.8%-6.1pp | 72.6%-10.8pp | 69.8%-8.0pp |
| Annual return | -16.40% | -9.64%-6.8pp | 701.18%-717.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $183 | $2,611-93.0% | $3,009-93.9% | $2,544-92.8% |
| Participant deferral / active EE | $1,570 | $3,458-54.6% | $4,395-64.3% | $4,237-62.9% |
| Admin fee / account holder | $4 | $416-99.1% | $5,329-99.9% | $593-99.4% |