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... | $6,311 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,455 | $52,293-53.2% | $178,490-86.3% | $73,409-66.7% |
| Participation rate | 99.1% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+26.9pp |
| Annual return | 15.22% | 34.75%-19.5pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,051 | $1,735+18.2% | $5,011-59.1% | $2,234-8.2% |
| Participant deferral / active EE | $3,005 | $2,332+28.9% | $5,202-42.2% | $3,805-21.0% |
| Admin fee / account holder | $14 | $127-88.7% | $13,984-99.9% | $158-90.9% |