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... | $1,555 |
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 | $18,192 | $61,156-70.3% | $185,823-90.2% | $79,386-77.1% |
| Participation rate | 99.1% | 66.6%+32.5pp | 81.7%+17.4pp | 70.7%+28.4pp |
| Annual return | 15.93% | 19.45%-3.5pp | 122.05%-106.1pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,013 | $2,321-56.3% | $5,167-80.4% | $2,427-58.3% |
| Participant deferral / active EE | $1,621 | $2,789-41.9% | $5,568-70.9% | $4,046-59.9% |
| Admin fee / account holder | $8 | $710-98.8% | $16,237-99.9% | $626-98.7% |