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 |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 52-2206685 | Insurance Broker | $1,544 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,959 | $46,732-12.4% | $156,549-73.8% | $55,167-25.8% |
| Participation rate | 50.4% | 65.8%-15.4pp | 84.0%-33.6pp | 69.0%-18.6pp |
| Annual return | 8.46% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $167 | $2,105-92.1% | $5,501-97.0% | $1,963-91.5% |
| Participant deferral / active EE | $1,267 | $2,204-42.5% | $4,871-74.0% | $3,054-58.5% |
| Admin fee / account holder | $21 | $418-95.0% | $13,027-99.8% | $504-95.9% |