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... | $1,191 |
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 | $19,232 | $51,620-62.7% | $90,281-78.7% | $65,185-70.5% |
| Participation rate | 95.7% | 68.6%+27.1pp | 73.3%+22.4pp | 70.2%+25.5pp |
| Annual return | 17.08% | 24.94%-7.9pp | 78.10%-61.0pp | 29.38%-12.3pp |
| Employer contribution / active EE | $1,411 | $2,235-36.9% | $2,854-50.6% | $2,177-35.2% |
| Participant deferral / active EE | $1,413 | $2,871-50.8% | $3,885-63.6% | $3,514-59.8% |
| Admin fee / account holder | $6 | $384-98.5% | $5,351-99.9% | $847-99.3% |