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 3-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... | $1,287 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,073 | $60,323-65.1% | $81,812-74.2% | $74,495-71.7% |
| Participation rate | 97.1% | 62.9%+34.3pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 12.83% | 16.90%-4.1pp | 773.79%-761.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,811 | $2,620-30.9% | $2,912-37.8% | $2,623-31.0% |
| Participant deferral / active EE | $1,860 | $3,387-45.1% | $4,319-56.9% | $4,346-57.2% |
| Admin fee / account holder | $8 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |