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 | Account maintenance fees; Recordkeepi... | $1,700 |
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 | $24,418 | $55,415-55.9% | $155,509-84.3% | $74,495-67.2% |
| Participation rate | 73.9% | 61.9%+12.0pp | 78.2%-4.3pp | 67.2%+6.7pp |
| Annual return | 12.36% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $408 | $2,267-82.0% | $4,672-91.3% | $2,623-84.5% |
| Participant deferral / active EE | $1,113 | $2,836-60.8% | $5,626-80.2% | $4,346-74.4% |
| Admin fee / account holder | $8 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |