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... | $1,885 |
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 | $64,186 | $58,879+9.0% | $178,490-64.0% | $73,488-12.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 13.63% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,514 | $2,236+12.4% | $5,011-49.8% | $2,270+10.7% |
| Participant deferral / active EE | $1,625 | $2,567-36.7% | $5,202-68.8% | $3,740-56.5% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |