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; Participant loan p... | $347 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,022 | $66,124-75.8% | $90,404-82.3% | $73,488-78.2% |
| Participation rate | 92.8% | 69.7%+23.1pp | 72.7%+20.1pp | 70.7%+22.1pp |
| Annual return | 16.69% | 17.65%-1.0pp | 1293.02%-1276.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $444 | $2,346-81.1% | $3,262-86.4% | $2,270-80.5% |
| Participant deferral / active EE | $1,777 | $3,039-41.5% | $3,963-55.2% | $3,740-52.5% |
| Admin fee / account holder | $2 | $396-99.5% | $5,611-100.0% | $513-99.6% |