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 9-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... | $1,129 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,069 | $66,914-74.5% | - | $66,914-74.5% |
| Participation rate | 97.1% | 69.8%+27.3pp | - | 69.8%+27.3pp |
| Annual return | -16.04% | 1.58%-17.6pp | - | 1.58%-17.6pp |
| Employer contribution / active EE | $1,697 | $2,544-33.3% | - | $2,544-33.3% |
| Participant deferral / active EE | $0 | $4,237-100.0% | - | $4,237-100.0% |
| Admin fee / account holder | $7 | $593-98.8% | - | $593-98.8% |