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 | Account maintenance fees; Claims proc... | $4,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,000 | $46,292-54.6% | $143,757-85.4% | $64,808-67.6% |
| Participation rate | 21.2% | 64.2%-43.0pp | 80.3%-59.1pp | 71.5%-50.3pp |
| Annual return | -8.79% | -10.05%+1.3pp | -0.04%-8.7pp | 32.82%-41.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $536 | $2,646-79.7% | $5,637-90.5% | $4,310-87.6% |
| Admin fee / account holder | $7 | $154-95.3% | $14,673-100.0% | $188-96.1% |