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 | Account maintenance fees; Recordkeepi... | $867 |
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).
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 | $8,277 | $54,350-84.8% | $82,719-90.0% | $68,494-87.9% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -10.03% | -13.67%+3.6pp | 701.18%-711.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $468 | $2,218-78.9% | $3,009-84.5% | $2,596-82.0% |
| Participant deferral / active EE | $1,096 | $3,246-66.2% | $4,395-75.1% | $4,027-72.8% |
| Admin fee / account holder | $8 | $4,395-99.8% | $5,329-99.8% | $5,403-99.9% |