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 | Account maintenance fees; Claims proc... | $1,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,594 | $51,620-62.0% | $90,281-78.3% | $65,185-69.9% |
| Participation rate | 65.7% | 68.6%-2.9pp | 73.3%-7.5pp | 70.2%-4.5pp |
| Annual return | 18.64% | 24.94%-6.3pp | 78.10%-59.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,193 | $2,235-46.6% | $2,854-58.2% | $2,177-45.2% |
| Participant deferral / active EE | $1,854 | $2,871-35.4% | $3,885-52.3% | $3,514-47.2% |
| Admin fee / account holder | $6 | $384-98.5% | $5,351-99.9% | $847-99.3% |