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 ... | $1,007 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,835 | $61,156-80.6% | $185,823-93.6% | $79,386-85.1% |
| Participation rate | 89.0% | 66.6%+22.3pp | 81.7%+7.3pp | 70.7%+18.3pp |
| Annual return | 17.83% | 19.45%-1.6pp | 122.05%-104.2pp | 116.85%-99.0pp |
| Employer contribution / active EE | $704 | $2,321-69.6% | $5,167-86.4% | $2,427-71.0% |
| Participant deferral / active EE | $502 | $2,789-82.0% | $5,568-91.0% | $4,046-87.6% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |