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... | $51 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,447 | $77,899-53.2% | $149,673-75.6% | $75,163-51.5% |
| Participation rate | 40.7% | 65.6%-24.9pp | 78.8%-38.1pp | 67.2%-26.5pp |
| Annual return | 5.84% | 31.72%-25.9pp | 134.42%-128.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $2,942 | $3,137-6.2% | $4,818-38.9% | $2,670+10.2% |
| Participant deferral / active EE | $908 | $3,411-73.4% | $5,680-84.0% | $4,125-78.0% |
| Admin fee / account holder | $1 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |