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 ... | $502 |
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.
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 | $26,235 | $61,156-57.1% | $185,823-85.9% | $79,386-67.0% |
| Participation rate | 19.3% | 66.6%-47.3pp | 81.7%-62.4pp | 70.7%-51.4pp |
| Annual return | 14.53% | 19.45%-4.9pp | 122.05%-107.5pp | 116.85%-102.3pp |
| Employer contribution / active EE | $119 | $2,321-94.9% | $5,167-97.7% | $2,427-95.1% |
| Participant deferral / active EE | $1,012 | $2,789-63.7% | $5,568-81.8% | $4,046-75.0% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |