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 9-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; Participant loan p... | $1,103 |
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 | $24,801 | $46,292-46.4% | $143,757-82.7% | $64,808-61.7% |
| Participation rate | 47.7% | 64.2%-16.5pp | 80.3%-32.6pp | 71.5%-23.8pp |
| Annual return | -14.75% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $362 | $1,910-81.0% | $4,951-92.7% | $2,506-85.5% |
| Participant deferral / active EE | $1,623 | $2,646-38.7% | $5,637-71.2% | $4,310-62.4% |
| Admin fee / account holder | $4 | $154-97.5% | $14,673-100.0% | $188-98.0% |