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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $4,961 |
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.
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 | $32,358 | $50,815-36.3% | $155,509-79.2% | $77,643-58.3% |
| Participation rate | 68.9% | 63.1%+5.8pp | 78.2%-9.3pp | 70.6%-1.7pp |
| Annual return | 12.65% | 34.80%-22.2pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,913 | $1,993-4.0% | $4,672-59.1% | $2,726-29.8% |
| Participant deferral / active EE | $389 | $2,822-86.2% | $5,626-93.1% | $4,647-91.6% |
| Admin fee / account holder | $10 | $437-97.6% | $15,912-99.9% | $430-97.6% |