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... | $533 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,931 | $60,323-18.9% | $81,812-40.2% | $74,495-34.3% |
| Participation rate | 36.6% | 62.9%-26.3pp | 72.3%-35.8pp | 67.2%-30.6pp |
| Annual return | 21.48% | 16.90%+4.6pp | 773.79%-752.3pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $491 | $2,620-81.3% | $2,912-83.1% | $2,623-81.3% |
| Participant deferral / active EE | $2,470 | $3,387-27.1% | $4,319-42.8% | $4,346-43.2% |
| Admin fee / account holder | $5 | $1,486-99.7% | $7,386-99.9% | $1,942-99.8% |