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 9-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 | Participant loan processing; Claims p... | $8,606 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,852 | $25,302-76.9% | $74,701-92.2% | $67,579-91.3% |
| Participation rate | 85.2% | 37.8%+47.4pp | 54.5%+30.8pp | 71.3%+13.9pp |
| Annual return | 22.62% | 10291.17%-10268.5pp | 752.92%-730.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $223 | $446-50.0% | $1,084-79.4% | $2,148-89.6% |
| Participant deferral / active EE | $677 | $954-29.1% | $1,964-65.5% | $3,539-80.9% |
| Admin fee / account holder | $11 | $108-90.0% | $3,333-99.7% | $142-92.4% |