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 6-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; Recordkeeping and ... | $1,595 |
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 | $50,226 | $45,031+11.5% | $84,966-40.9% | $77,643-35.3% |
| Participation rate | 22.8% | 48.7%-25.9pp | 67.5%-44.7pp | 70.6%-47.8pp |
| Annual return | 15.73% | 79.22%-63.5pp | 66.38%-50.7pp | 31.24%-15.5pp |
| Employer contribution / active EE | $673 | $1,609-58.2% | $2,727-75.3% | $2,726-75.3% |
| Participant deferral / active EE | $1,350 | $2,807-51.9% | $4,519-70.1% | $4,647-71.0% |
| Admin fee / account holder | $7 | $912-99.2% | $6,149-99.9% | $430-98.3% |