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... | $437 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,759 | $77,899-42.5% | $149,673-70.1% | $75,163-40.5% |
| Participation rate | 94.0% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.8pp |
| Annual return | 20.47% | 31.72%-11.3pp | 134.42%-113.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $4,116 | $3,137+31.2% | $4,818-14.6% | $2,670+54.2% |
| Participant deferral / active EE | $4,014 | $3,411+17.7% | $5,680-29.3% | $4,125-2.7% |
| Admin fee / account holder | $4 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |