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... | $614 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,720 | $89,652-70.2% | $141,162-81.1% | $65,185-59.0% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.8pp | 70.2%+28.1pp |
| Annual return | 19.41% | 32.79%-13.4pp | 71.39%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,517 | $3,065-50.5% | $4,735-68.0% | $2,177-30.3% |
| Participant deferral / active EE | $3,456 | $5,691-39.3% | $6,709-48.5% | $3,514-1.6% |
| Admin fee / account holder | $4 | $569-99.4% | $10,261-100.0% | $847-99.6% |