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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,216 | $73,867-75.3% | $143,757-87.3% | $68,494-73.4% |
| Participation rate | 46.6% | 66.7%-20.1pp | 80.3%-33.7pp | 67.9%-21.3pp |
| Annual return | -13.52% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $870 | $3,184-72.7% | $4,951-82.4% | $2,596-66.5% |
| Participant deferral / active EE | $1,543 | $3,384-54.4% | $5,637-72.6% | $4,027-61.7% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |