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... | $0 |
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 | $23,977 | $46,292-48.2% | $143,757-83.3% | $64,808-63.0% |
| Participation rate | 94.9% | 64.2%+30.7pp | 80.3%+14.6pp | 71.5%+23.4pp |
| Annual return | -13.93% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,760 | $1,910-7.9% | $4,951-64.5% | $2,506-29.8% |
| Participant deferral / active EE | $2,752 | $2,646+4.0% | $5,637-51.2% | $4,310-36.2% |
| Admin fee / account holder | $10 | $154-93.5% | $14,673-99.9% | $188-94.6% |