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 | Claims processing; Account maintenanc... | $3,697 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Annual investment return 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 | $13,050 | $51,620-74.7% | $90,281-85.5% | $65,185-80.0% |
| Participation rate | 84.0% | 68.6%+15.4pp | 73.3%+10.7pp | 70.2%+13.8pp |
| Annual return | 12.98% | 24.94%-12.0pp | 78.10%-65.1pp | 29.38%-16.4pp |
| Employer contribution / active EE | $681 | $2,235-69.5% | $2,854-76.1% | $2,177-68.7% |
| Participant deferral / active EE | $920 | $2,871-68.0% | $3,885-76.3% | $3,514-73.8% |
| Admin fee / account holder | $13 | $384-96.6% | $5,351-99.8% | $847-98.5% |