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... | $602 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,083 | $55,415-78.2% | $155,509-92.2% | $74,495-83.8% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 12.20% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $718 | $2,267-68.3% | $4,672-84.6% | $2,623-72.6% |
| Participant deferral / active EE | $487 | $2,836-82.8% | $5,626-91.3% | $4,346-88.8% |
| Admin fee / account holder | $3 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |