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... | $115 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,727 | $51,620-75.3% | $90,281-85.9% | $65,185-80.5% |
| Participation rate | 79.1% | 68.6%+10.4pp | 73.3%+5.8pp | 70.2%+8.9pp |
| Annual return | 168.15% | 24.94%+143.2pp | 78.10%+90.0pp | 29.38%+138.8pp |
| Employer contribution / active EE | $661 | $2,235-70.4% | $2,854-76.8% | $2,177-69.6% |
| Participant deferral / active EE | $88 | $2,871-96.9% | $3,885-97.7% | $3,514-97.5% |
| Admin fee / account holder | $1 | $384-99.8% | $5,351-100.0% | $847-99.9% |