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... | $782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,044 | $58,879-60.9% | $178,490-87.1% | $73,488-68.6% |
| Participation rate | 59.4% | 66.2%-6.8pp | 81.9%-22.5pp | 70.7%-11.3pp |
| Annual return | 13.12% | 24.86%-11.7pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $560 | $2,236-75.0% | $5,011-88.8% | $2,270-75.3% |
| Participant deferral / active EE | $1,504 | $2,567-41.4% | $5,202-71.1% | $3,740-59.8% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.4% |