Filed July 14, 2025
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... | $1,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,971 | $63,770-54.6% | $71,209-59.3% | $102,872-71.8% |
| Participation rate | 7.5% | 61.0%-53.6pp | 73.8%-66.3pp | 73.0%-65.6pp |
| Annual return | 16.18% | 16.01%+0.2pp | 282.51%-266.3pp | 19.06%-2.9pp |
| Employer contribution / active EE | $341 | $2,367-85.6% | $2,721-87.5% | $3,526-90.3% |
| Participant deferral / active EE | $336 | $3,587-90.6% | $4,175-92.0% | $5,535-93.9% |
| Admin fee / account holder | $8 | $220-96.3% | $5,349-99.8% | $292-97.2% |