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; Recordkeeping and ... | $1,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,493 | $64,286-57.2% | $90,951-69.8% | $73,409-62.5% |
| Participation rate | 14.4% | 63.6%-49.1pp | 69.0%-54.6pp | 72.2%-57.7pp |
| Annual return | 13.09% | 21.45%-8.4pp | 134.60%-121.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $260 | $895-71.0% | $2,122-87.8% | $2,234-88.4% |
| Participant deferral / active EE | $490 | $2,453-80.0% | $3,373-85.5% | $3,805-87.1% |
| Admin fee / account holder | $11 | $287-96.2% | $5,959-99.8% | $158-93.1% |