Filed February 5, 2018
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 8-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,176 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,207 | $47,126-72.0% | $149,673-91.2% | $74,419-82.3% |
| Participation rate | 84.1% | 63.4%+20.7pp | 78.8%+5.3pp | 70.7%+13.3pp |
| Annual return | 12.79% | 22.75%-10.0pp | 134.42%-121.6pp | 34.38%-21.6pp |
| Employer contribution / active EE | $767 | $1,905-59.7% | $4,818-84.1% | $2,637-70.9% |
| Participant deferral / active EE | $1,890 | $2,728-30.7% | $5,680-66.7% | $4,528-58.3% |
| Admin fee / account holder | $40 | $343-88.3% | $13,210-99.7% | $348-88.5% |