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... | $528 |
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 | $45,827 | $60,124-23.8% | $90,404-49.3% | $79,858-42.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.47% | 71.94%-58.5pp | 1293.02%-1279.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,515 | $2,068-26.7% | $3,262-53.5% | $2,471-38.7% |
| Participant deferral / active EE | $5,037 | $2,938+71.4% | $3,963+27.1% | $3,740+34.7% |
| Admin fee / account holder | $5 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |