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 | Account maintenance fees; Participant... | $4,742 |
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 | $10,167 | $65,908-84.6% | $81,812-87.6% | $77,643-86.9% |
| Participation rate | 95.0% | 65.8%+29.2pp | 72.3%+22.6pp | 70.6%+24.4pp |
| Annual return | 14.66% | 26.64%-12.0pp | 773.79%-759.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $416 | $2,370-82.4% | $2,912-85.7% | $2,726-84.7% |
| Participant deferral / active EE | $1,094 | $3,505-68.8% | $4,319-74.7% | $4,647-76.5% |
| Admin fee / account holder | $12 | $526-97.8% | $7,386-99.8% | $430-97.3% |