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 7-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $8,141 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,187 | $932,052-97.5% | $189,513-87.8% | - |
| Participation rate | 98.0% | 77.2%+20.8pp | 87.8%+10.2pp | - |
| Annual return | 39.61% | 10.81%+28.8pp | 555.15%-515.5pp | - |
| Employer contribution / active EE | $0 | $3,785-100.0% | $6,162-100.0% | - |
| Participant deferral / active EE | $7,882 | $5,497+43.4% | $8,221-4.1% | - |
| Admin fee / account holder | $47 | $117,148-100.0% | $12,045-99.6% | - |