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... | $2,499 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,990 | $55,415+10.1% | $155,509-60.8% | $74,495-18.1% |
| Participation rate | 73.1% | 61.9%+11.2pp | 78.2%-5.0pp | 67.2%+5.9pp |
| Annual return | 12.11% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,277 | $2,267+0.4% | $4,672-51.3% | $2,623-13.2% |
| Participant deferral / active EE | $2,175 | $2,836-23.3% | $5,626-61.3% | $4,346-50.0% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |