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 | Recordkeeping and information managem... | $1,160 |
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 | $29,490 | $61,156-51.8% | $185,823-84.1% | $79,386-62.9% |
| Participation rate | 88.9% | 66.6%+22.3pp | 81.7%+7.2pp | 70.7%+18.2pp |
| Annual return | 28.09% | 19.45%+8.6pp | 122.05%-94.0pp | 116.85%-88.8pp |
| Employer contribution / active EE | $1,155 | $2,321-50.2% | $5,167-77.6% | $2,427-52.4% |
| Participant deferral / active EE | $1,154 | $2,789-58.6% | $5,568-79.3% | $4,046-71.5% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.6% |