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... | $1,321 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,930 | $58,879-84.8% | $178,490-95.0% | $73,488-87.8% |
| Participation rate | 84.3% | 66.2%+18.0pp | 81.9%+2.3pp | 70.7%+13.6pp |
| Annual return | 19.55% | 24.86%-5.3pp | 151.07%-131.5pp | 28.51%-9.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $946 | $2,567-63.2% | $5,202-81.8% | $3,740-74.7% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |