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 ... | $885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,489 | $54,350-49.4% | $82,719-66.8% | $68,494-59.9% |
| Participation rate | 50.5% | 63.9%-13.4pp | 72.6%-22.0pp | 67.9%-17.4pp |
| Annual return | -6.60% | -13.67%+7.1pp | 701.18%-707.8pp | -7.84%+1.2pp |
| Employer contribution / active EE | $897 | $2,218-59.5% | $3,009-70.2% | $2,596-65.4% |
| Participant deferral / active EE | $1,649 | $3,246-49.2% | $4,395-62.5% | $4,027-59.1% |
| Admin fee / account holder | $12 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |