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 | Recordkeeping and information managem... | $2,017 |
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 | $25,344 | $81,248-68.8% | $155,509-83.7% | $80,856-68.7% |
| Participation rate | 74.7% | 66.2%+8.5pp | 78.2%-3.5pp | 67.6%+7.1pp |
| Annual return | 13.00% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,264 | $3,100-27.0% | $4,672-51.5% | $2,755-17.8% |
| Participant deferral / active EE | $1,795 | $3,452-48.0% | $5,626-68.1% | $4,296-58.2% |
| Admin fee / account holder | $13 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |