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 9-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 ... | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,696 | $60,124-55.6% | $90,404-70.5% | $79,858-66.6% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-17.9pp |
| Annual return | 12.01% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $925 | $2,068-55.2% | $3,262-71.6% | $2,471-62.5% |
| Participant deferral / active EE | $3,049 | $2,938+3.8% | $3,963-23.1% | $3,740-18.5% |
| Admin fee / account holder | $6 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |