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; Recordkeeping and ... | $4,653 |
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 | $23,505 | $47,722-50.7% | $82,719-71.6% | $64,808-63.7% |
| Participation rate | 61.5% | 67.6%-6.1pp | 72.6%-11.1pp | 71.5%-10.0pp |
| Annual return | -15.28% | -13.05%-2.2pp | 701.18%-716.5pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,017 | $2,179-53.3% | $3,009-66.2% | $2,506-59.4% |
| Participant deferral / active EE | $1,628 | $3,329-51.1% | $4,395-62.9% | $4,310-62.2% |
| Admin fee / account holder | $5 | $143-96.3% | $5,329-99.9% | $188-97.2% |