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... | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,108 | $61,156-70.4% | $185,823-90.3% | $79,386-77.2% |
| Participation rate | 68.9% | 66.6%+2.2pp | 81.7%-12.8pp | 70.7%-1.8pp |
| Annual return | 14.80% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $695 | $2,321-70.0% | $5,167-86.5% | $2,427-71.4% |
| Participant deferral / active EE | $932 | $2,789-66.6% | $5,568-83.3% | $4,046-77.0% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.8% |