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... | $879 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,693 | $91,190-36.7% | $178,490-67.7% | $79,858-27.8% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.6pp | 69.6%+13.9pp |
| Annual return | 12.53% | 24.19%-11.7pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,027 | $3,256-68.4% | $5,011-79.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,968 | $3,236-8.3% | $5,202-42.9% | $3,740-20.6% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |