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... | $1,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,849 | $61,156-41.4% | $185,823-80.7% | $79,386-54.8% |
| Participation rate | 47.9% | 66.6%-18.7pp | 81.7%-33.8pp | 70.7%-22.8pp |
| Annual return | 10.83% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $458 | $2,321-80.3% | $5,167-91.1% | $2,427-81.2% |
| Participant deferral / active EE | $1,404 | $2,789-49.7% | $5,568-74.8% | $4,046-65.3% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |