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... | $1,411 |
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 | $22,350 | $85,202-73.8% | $172,739-87.1% | $72,985-69.4% |
| Participation rate | 91.0% | 70.1%+20.9pp | 82.6%+8.4pp | 69.5%+21.5pp |
| Annual return | 20.34% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,073 | $3,324-67.7% | $5,143-79.1% | $2,440-56.0% |
| Participant deferral / active EE | $1,090 | $3,260-66.6% | $5,198-79.0% | $3,607-69.8% |
| Admin fee / account holder | $9 | $5,884-99.9% | $13,954-99.9% | $5,124-99.8% |