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 7-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... | $903 |
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 | $13,662 | $52,953-74.2% | $172,739-92.1% | $65,185-79.0% |
| Participation rate | 85.5% | 66.2%+19.3pp | 82.6%+2.9pp | 70.2%+15.3pp |
| Annual return | 21.75% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $546 | $2,190-75.1% | $5,143-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $912 | $2,471-63.1% | $5,198-82.5% | $3,514-74.1% |
| Admin fee / account holder | $7 | $472-98.4% | $13,954-99.9% | $847-99.1% |