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 ... | $635 |
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 | $31,710 | $99,957-68.3% | $149,696-78.8% | $73,488-56.9% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.1pp | 70.7%+20.9pp |
| Annual return | 18.82% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,481 | $3,191-53.6% | $4,644-68.1% | $2,270-34.7% |
| Participant deferral / active EE | $3,280 | $6,073-46.0% | $6,842-52.1% | $3,740-12.3% |
| Admin fee / account holder | $3 | $551-99.4% | $9,309-100.0% | $513-99.4% |