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 3-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 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $20,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,270 | $69,477-46.4% | $94,646-60.6% | $71,457-47.8% |
| Participation rate | 88.8% | 78.4%+10.4pp | 80.8%+8.0pp | 67.9%+20.9pp |
| Annual return | 18.94% | 29.66%-10.7pp | 156.71%-137.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $179 | $2,853-93.7% | $3,672-95.1% | $2,588-93.1% |
| Participant deferral / active EE | $14,880 | $7,345+102.6% | $7,418+100.6% | $4,289+247.0% |
| Admin fee / account holder | $133 | $1,210-89.0% | $7,231-98.2% | $1,587-91.6% |