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 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $6,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,435 | $58,083-49.3% | $80,019-63.2% | $56,287-47.7% |
| Participation rate | 37.0% | 73.6%-36.6pp | 75.8%-38.8pp | 69.9%-32.8pp |
| Annual return | -6.43% | 34.61%-41.0pp | 11.22%-17.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $771 | $1,932-60.1% | $2,468-68.7% | $2,111-63.5% |
| Participant deferral / active EE | $1,809 | $3,135-42.3% | $3,686-50.9% | $3,350-46.0% |
| Admin fee / account holder | $83 | $623-86.7% | $6,521-98.7% | $521-84.0% |