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 | Participant loan processing; Claims p... | $3,464 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $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 | $14,153 | $66,124-78.6% | $90,404-84.3% | $73,488-80.7% |
| Participation rate | 92.3% | 69.7%+22.6pp | 72.7%+19.6pp | 70.7%+21.6pp |
| Annual return | 17.80% | 17.65%+0.1pp | 1293.02%-1275.2pp | 28.51%-10.7pp |
| Employer contribution / active EE | $735 | $2,346-68.7% | $3,262-77.5% | $2,270-67.6% |
| Participant deferral / active EE | $1,008 | $3,039-66.8% | $3,963-74.6% | $3,740-73.0% |
| Admin fee / account holder | $11 | $396-97.3% | $5,611-99.8% | $513-97.9% |