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 | Participant loan processing; Claims p... | $388 |
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 | $34,082 | $47,126-27.7% | $149,673-77.2% | $74,419-54.2% |
| Participation rate | 29.6% | 63.4%-33.8pp | 78.8%-49.1pp | 70.7%-41.1pp |
| Annual return | 18.17% | 22.75%-4.6pp | 134.42%-116.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $212 | $1,905-88.9% | $4,818-95.6% | $2,637-92.0% |
| Participant deferral / active EE | $972 | $2,728-64.4% | $5,680-82.9% | $4,528-78.5% |
| Admin fee / account holder | $2 | $343-99.5% | $13,210-100.0% | $348-99.5% |