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 ... | $937 |
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 | $15,323 | $58,879-74.0% | $178,490-91.4% | $73,488-79.1% |
| Participation rate | 73.9% | 66.2%+7.7pp | 81.9%-8.0pp | 70.7%+3.3pp |
| Annual return | 14.87% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $665 | $2,236-70.2% | $5,011-86.7% | $2,270-70.7% |
| Participant deferral / active EE | $809 | $2,567-68.5% | $5,202-84.4% | $3,740-78.4% |
| Admin fee / account holder | $7 | $400-98.4% | $13,984-100.0% | $513-98.7% |