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; Recordkeeping and ... | $1,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,791 | $58,879-54.5% | $178,490-85.0% | $73,488-63.5% |
| Participation rate | 88.7% | 66.2%+22.5pp | 81.9%+6.8pp | 70.7%+18.0pp |
| Annual return | 10.24% | 24.86%-14.6pp | 151.07%-140.8pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,230 | $2,236-45.0% | $5,011-75.4% | $2,270-45.8% |
| Participant deferral / active EE | $1,232 | $2,567-52.0% | $5,202-76.3% | $3,740-67.1% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |