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... | $0 |
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 | $54,487 | $62,928-13.4% | $172,739-68.5% | $67,579-19.4% |
| Participation rate | 88.4% | 64.5%+24.0pp | 82.6%+5.8pp | 71.3%+17.2pp |
| Annual return | 23.83% | 30.36%-6.5pp | 802.84%-779.0pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,556 | $1,636+56.2% | $5,143-50.3% | $2,148+19.0% |
| Participant deferral / active EE | $3,475 | $2,145+62.0% | $5,198-33.1% | $3,539-1.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |