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... | $1,173 |
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 | $62,319 | $52,293+19.2% | $178,490-65.1% | $73,409-15.1% |
| Participation rate | 85.8% | 65.3%+20.5pp | 81.9%+3.9pp | 72.2%+13.6pp |
| Annual return | 15.30% | 34.75%-19.4pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $2,132 | $1,735+22.9% | $5,011-57.5% | $2,234-4.6% |
| Participant deferral / active EE | $3,108 | $2,332+33.3% | $5,202-40.2% | $3,805-18.3% |
| Admin fee / account holder | $2 | $127-98.1% | $13,984-100.0% | $158-98.5% |