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 | Claims processing; Recordkeeping and ... | $1,310 |
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 | $31,770 | $66,124-52.0% | $90,404-64.9% | $73,488-56.8% |
| Participation rate | 87.7% | 69.7%+18.0pp | 72.7%+15.0pp | 70.7%+17.0pp |
| Annual return | 13.18% | 17.65%-4.5pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $824 | $2,346-64.9% | $3,262-74.7% | $2,270-63.7% |
| Participant deferral / active EE | $2,161 | $3,039-28.9% | $3,963-45.5% | $3,740-42.2% |
| Admin fee / account holder | $7 | $396-98.2% | $5,611-99.9% | $513-98.6% |