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 5-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... | $898 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,371 | $58,264-89.1% | $86,612-92.6% | $71,457-91.1% |
| Participation rate | 91.5% | 65.0%+26.6pp | 71.7%+19.9pp | 67.9%+23.6pp |
| Annual return | 15.37% | 21.63%-6.3pp | 591.07%-575.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,522 | $2,574-40.9% | $3,022-49.6% | $2,588-41.2% |
| Participant deferral / active EE | $1,731 | $3,436-49.6% | $4,438-61.0% | $4,289-59.6% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,614-99.9% | $1,587-99.8% |