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 | Account maintenance fees; Recordkeepi... | $825 |
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 | $48,411 | $85,202-43.2% | $172,739-72.0% | $72,985-33.7% |
| Participation rate | 90.3% | 70.1%+20.2pp | 82.6%+7.6pp | 69.5%+20.8pp |
| Annual return | 18.90% | 27.32%-8.4pp | 802.84%-783.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,090 | $3,324-67.2% | $5,143-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $3,118 | $3,260-4.4% | $5,198-40.0% | $3,607-13.6% |
| Admin fee / account holder | $68 | $5,884-98.8% | $13,954-99.5% | $5,124-98.7% |