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 10-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... | $1,869 |
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 | $8,655 | $62,928-86.2% | $172,739-95.0% | $67,579-87.2% |
| Participation rate | 75.3% | 64.5%+10.8pp | 82.6%-7.4pp | 71.3%+4.0pp |
| Annual return | 20.99% | 30.36%-9.4pp | 802.84%-781.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $617 | $1,636-62.3% | $5,143-88.0% | $2,148-71.3% |
| Participant deferral / active EE | $1,012 | $2,145-52.8% | $5,198-80.5% | $3,539-71.4% |
| Admin fee / account holder | $7 | $167-95.8% | $13,954-100.0% | $142-95.1% |