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 | Claims processing; Recordkeeping and ... | $0 |
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 | $18,167 | $63,745-71.5% | $98,442-81.5% | $79,386-77.1% |
| Participation rate | 70.9% | 69.9%+1.0pp | 73.3%-2.5pp | 70.7%+0.2pp |
| Annual return | 37.85% | 625.80%-588.0pp | 1492.73%-1454.9pp | 116.85%-79.0pp |
| Employer contribution / active EE | $1,147 | $2,557-55.1% | $2,960-61.2% | $2,427-52.7% |
| Participant deferral / active EE | $1,659 | $3,303-49.8% | $4,276-61.2% | $4,046-59.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |