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 | Recordkeeping and information managem... | $8,749 |
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 | $6,475 | $29,369-78.0% | $77,482-91.6% | $73,409-91.2% |
| Participation rate | 76.3% | 37.9%+38.3pp | 54.2%+22.1pp | 72.2%+4.1pp |
| Annual return | 12.06% | 358.15%-346.1pp | 54.79%-42.7pp | 59.29%-47.2pp |
| Employer contribution / active EE | $246 | $406-39.3% | $986-75.0% | $2,234-89.0% |
| Participant deferral / active EE | $362 | $941-61.5% | $1,861-80.5% | $3,805-90.5% |
| Admin fee / account holder | $20 | $123-83.9% | $2,858-99.3% | $158-87.5% |