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 | Recordkeeping and information managem... | $1,190 |
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 | $13,623 | $52,953-74.3% | $172,739-92.1% | $65,185-79.1% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 16.92% | 30.12%-13.2pp | 802.84%-785.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $665 | $2,190-69.6% | $5,143-87.1% | $2,177-69.4% |
| Participant deferral / active EE | $1,522 | $2,471-38.4% | $5,198-70.7% | $3,514-56.7% |
| Admin fee / account holder | $7 | $472-98.4% | $13,954-99.9% | $847-99.1% |