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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $10,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,352 | $64,808-54.7% | - | $64,808-54.7% |
| Participation rate | 50.4% | 71.5%-21.1pp | - | 71.5%-21.1pp |
| Annual return | -6.28% | 32.82%-39.1pp | - | 32.82%-39.1pp |
| Employer contribution / active EE | $799 | $2,506-68.1% | - | $2,506-68.1% |
| Participant deferral / active EE | $481 | $4,310-88.8% | - | $4,310-88.8% |
| Admin fee / account holder | $83 | $188-55.6% | - | $188-55.6% |