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; Account maintenanc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,423 | $65,061-67.1% | $143,757-85.1% | $66,914-68.0% |
| Participation rate | 52.1% | 65.2%-13.1pp | 80.3%-28.3pp | 69.8%-17.7pp |
| Annual return | -15.36% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $751 | $2,361-68.2% | $4,951-84.8% | $2,544-70.5% |
| Participant deferral / active EE | $1,775 | $2,919-39.2% | $5,637-68.5% | $4,237-58.1% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |