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 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · NEW YORK, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,191 | $45,152+24.4% | $73,843-23.9% | $59,632-5.8% |
| Participation rate | 54.5% | 64.0%-9.5pp | 73.4%-18.9pp | 68.7%-14.1pp |
| Annual return | -0.71% | 27.40%-28.1pp | 2267.84%-2268.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $3,397 | $1,902+78.6% | $2,787+21.9% | $2,203+54.2% |
| Participant deferral / active EE | $6,417 | $2,574+149.3% | $3,583+79.1% | $3,192+101.0% |
| Admin fee / account holder | $144 | $3,516-95.9% | $4,880-97.0% | $4,297-96.6% |