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 | Claims processing; Participant loan p... | $83 |
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 | $33,938 | $73,867-54.1% | $143,757-76.4% | $68,494-50.5% |
| Participation rate | 94.7% | 66.7%+28.1pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -16.92% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,666 | $3,184-16.3% | $4,951-46.2% | $2,596+2.7% |
| Participant deferral / active EE | $2,113 | $3,384-37.6% | $5,637-62.5% | $4,027-47.5% |
| Admin fee / account holder | $14 | $5,755-99.8% | $14,673-99.9% | $5,403-99.7% |