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; Participant loan p... | $1,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,477 | $65,908-44.7% | $81,812-55.4% | $77,643-53.0% |
| Participation rate | 28.1% | 65.8%-37.7pp | 72.3%-44.3pp | 70.6%-42.5pp |
| Annual return | 16.31% | 26.64%-10.3pp | 773.79%-757.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $443 | $2,370-81.3% | $2,912-84.8% | $2,726-83.7% |
| Participant deferral / active EE | $1,186 | $3,505-66.2% | $4,319-72.5% | $4,647-74.5% |
| Admin fee / account holder | $7 | $526-98.7% | $7,386-99.9% | $430-98.4% |