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 9-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... | $981 |
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 | $24,335 | $65,409-62.8% | $98,442-75.3% | $85,850-71.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.5pp | 69.3%+29.5pp |
| Annual return | 21.33% | 21.76%-0.4pp | 1492.73%-1471.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $2,676 | $2,168+23.5% | $2,960-9.6% | $2,565+4.3% |
| Participant deferral / active EE | $1,537 | $3,166-51.4% | $4,276-64.0% | $3,952-61.1% |
| Admin fee / account holder | $10 | $4,593-99.8% | $5,949-99.8% | $6,260-99.8% |