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 5-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) | $8,749 |
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).
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 | $31,401 | $79,013-60.3% | $100,391-68.7% | $74,495-57.8% |
| Participation rate | 91.5% | 79.5%+12.1pp | 81.5%+10.1pp | 67.2%+24.3pp |
| Annual return | 29.98% | 20.41%+9.6pp | 49.20%-19.2pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,185 | $7,760+31.3% | $8,082+26.0% | $4,346+134.4% |
| Admin fee / account holder | $43 | $1,320-96.7% | $7,899-99.5% | $1,942-97.8% |