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... | $1,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,437 | $47,126-73.6% | $149,673-91.7% | $74,419-83.3% |
| Participation rate | 45.8% | 63.4%-17.6pp | 78.8%-33.0pp | 70.7%-24.9pp |
| Annual return | 16.33% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $431 | $1,905-77.4% | $4,818-91.0% | $2,637-83.6% |
| Participant deferral / active EE | $766 | $2,728-71.9% | $5,680-86.5% | $4,528-83.1% |
| Admin fee / account holder | $7 | $343-97.8% | $13,210-99.9% | $348-97.9% |