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 | Participant loan processing; Recordke... | $0 |
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 | $44,468 | $51,197-13.1% | $82,719-46.2% | $66,914-33.5% |
| Participation rate | 90.6% | 67.8%+22.8pp | 72.6%+18.0pp | 69.8%+20.8pp |
| Annual return | -15.39% | -9.64%-5.7pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,348 | $2,611-10.1% | $3,009-22.0% | $2,544-7.7% |
| Participant deferral / active EE | $3,788 | $3,458+9.5% | $4,395-13.8% | $4,237-10.6% |
| Admin fee / account holder | $3 | $416-99.4% | $5,329-99.9% | $593-99.5% |