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... | $6,577 |
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 | $27,497 | $56,485-51.3% | $185,823-85.2% | $86,799-68.3% |
| Participation rate | 99.2% | 65.5%+33.7pp | 81.7%+17.5pp | 72.3%+26.9pp |
| Annual return | 19.38% | 118.04%-98.7pp | 122.05%-102.7pp | 97.91%-78.5pp |
| Employer contribution / active EE | $2,033 | $1,843+10.3% | $5,167-60.7% | $2,405-15.5% |
| Participant deferral / active EE | $2,846 | $2,553+11.5% | $5,568-48.9% | $4,131-31.1% |
| Admin fee / account holder | $13 | $150-91.1% | $16,237-99.9% | $170-92.2% |