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... | $1,514 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,670 | $55,472-71.8% | $155,567-89.9% | $74,546-79.0% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 15.21% | 268.72%-253.5pp | 64.74%-49.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $554 | $2,269-75.6% | $4,674-88.1% | $2,624-78.9% |
| Participant deferral / active EE | $2,458 | $2,838-13.4% | $5,628-56.3% | $4,347-43.5% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,916-100.0% | $1,944-99.6% |