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 7-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 ... | $1,329 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,884 | $58,879-90.0% | $178,490-96.7% | $73,488-92.0% |
| Participation rate | 86.9% | 66.2%+20.7pp | 81.9%+5.0pp | 70.7%+16.2pp |
| Annual return | 7.84% | 24.86%-17.0pp | 151.07%-143.2pp | 28.51%-20.7pp |
| Employer contribution / active EE | $663 | $2,236-70.4% | $5,011-86.8% | $2,270-70.8% |
| Participant deferral / active EE | $844 | $2,567-67.1% | $5,202-83.8% | $3,740-77.4% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |