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... | $1,827 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,759 | $95,416-81.4% | $185,823-90.4% | $85,850-79.3% |
| Participation rate | 81.9% | 68.8%+13.2pp | 81.7%+0.2pp | 69.3%+12.6pp |
| Annual return | 9.99% | 23.59%-13.6pp | 122.05%-112.1pp | 318.53%-308.5pp |
| Employer contribution / active EE | $511 | $3,314-84.6% | $5,167-90.1% | $2,565-80.1% |
| Participant deferral / active EE | $1,234 | $3,423-64.0% | $5,568-77.8% | $3,952-68.8% |
| Admin fee / account holder | $13 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |