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 | Participant loan processing; Account ... | $4,322 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,203 | $55,415-70.8% | $155,509-89.6% | $74,495-78.2% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-1.0pp | 67.2%+10.0pp |
| Annual return | 13.09% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,029 | $2,267-54.6% | $4,672-78.0% | $2,623-60.8% |
| Participant deferral / active EE | $1,863 | $2,836-34.3% | $5,626-66.9% | $4,346-57.1% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |