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... | $693 |
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 | $30,004 | $73,867-59.4% | $143,757-79.1% | $68,494-56.2% |
| Participation rate | 86.7% | 66.7%+20.1pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,911 | $3,184-40.0% | $4,951-61.4% | $2,596-26.4% |
| Participant deferral / active EE | $2,480 | $3,384-26.7% | $5,637-56.0% | $4,027-38.4% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |