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 | Account maintenance fees; Claims proc... | $2,815 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,274 | $50,815-83.7% | $155,509-94.7% | $77,643-89.3% |
| Participation rate | 88.9% | 63.1%+25.8pp | 78.2%+10.7pp | 70.6%+18.3pp |
| Annual return | 17.27% | 34.80%-17.5pp | 64.67%-47.4pp | 31.24%-14.0pp |
| Employer contribution / active EE | $438 | $1,993-78.0% | $4,672-90.6% | $2,726-83.9% |
| Participant deferral / active EE | $860 | $2,822-69.5% | $5,626-84.7% | $4,647-81.5% |
| Admin fee / account holder | $7 | $437-98.5% | $15,912-100.0% | $430-98.4% |