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; Recordkeeping and ... | $2,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,938 | $62,928-62.0% | $172,739-86.1% | $67,579-64.6% |
| Participation rate | 41.3% | 64.5%-23.2pp | 82.6%-41.4pp | 71.3%-30.0pp |
| Annual return | 23.23% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $743 | $1,636-54.6% | $5,143-85.6% | $2,148-65.4% |
| Participant deferral / active EE | $1,357 | $2,145-36.7% | $5,198-73.9% | $3,539-61.7% |
| Admin fee / account holder | $9 | $167-94.6% | $13,954-99.9% | $142-93.7% |