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... | $894 |
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 | $26,914 | $51,197-47.4% | $82,719-67.5% | $66,914-59.8% |
| Participation rate | 49.7% | 67.8%-18.1pp | 72.6%-22.8pp | 69.8%-20.1pp |
| Annual return | -14.52% | -9.64%-4.9pp | 701.18%-715.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3 | $2,611-99.9% | $3,009-99.9% | $2,544-99.9% |
| Participant deferral / active EE | $2,176 | $3,458-37.1% | $4,395-50.5% | $4,237-48.6% |
| Admin fee / account holder | $4 | $416-98.9% | $5,329-99.9% | $593-99.3% |