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... | $1,021 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,126 | $65,061-79.8% | $143,757-90.9% | $66,914-80.4% |
| Participation rate | 87.7% | 65.2%+22.5pp | 80.3%+7.4pp | 69.8%+17.9pp |
| Annual return | 8.54% | -11.14%+19.7pp | -0.04%+8.6pp | 1.58%+7.0pp |
| Employer contribution / active EE | $818 | $2,361-65.3% | $4,951-83.5% | $2,544-67.8% |
| Participant deferral / active EE | $667 | $2,919-77.1% | $5,637-88.2% | $4,237-84.2% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |