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... | $4,175 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,910 | $60,323-47.1% | $81,812-61.0% | $74,495-57.2% |
| Participation rate | 75.7% | 62.9%+12.9pp | 72.3%+3.4pp | 67.2%+8.5pp |
| Annual return | 10.98% | 16.90%-5.9pp | 773.79%-762.8pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,644 | $2,620+0.9% | $2,912-9.2% | $2,623+0.8% |
| Participant deferral / active EE | $1,086 | $3,387-67.9% | $4,319-74.9% | $4,346-75.0% |
| Admin fee / account holder | $14 | $1,486-99.0% | $7,386-99.8% | $1,942-99.3% |