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 | Participant loan processing; Recordke... | $1,333 |
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 | $15,717 | $58,879-73.3% | $178,490-91.2% | $73,488-78.6% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 12.33% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $722 | $2,236-67.7% | $5,011-85.6% | $2,270-68.2% |
| Participant deferral / active EE | $1,562 | $2,567-39.2% | $5,202-70.0% | $3,740-58.2% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |