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 26 24 W 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $17,238 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 | Recordkeeping | $7,680 |
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 | $33,612 | $60,323-44.3% | $81,812-58.9% | $74,495-54.9% |
| Participation rate | 73.0% | 62.9%+10.1pp | 72.3%+0.6pp | 67.2%+5.8pp |
| Annual return | 14.87% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,006 | $2,620-23.4% | $2,912-31.1% | $2,623-23.5% |
| Participant deferral / active EE | $3,774 | $3,387+11.4% | $4,319-12.6% | $4,346-13.2% |
| Admin fee / account holder | $178 | $1,486-88.0% | $7,386-97.6% | $1,942-90.8% |