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 | Claims processing; Recordkeeping and ... | $2,069 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,063 | $61,156-80.3% | $185,823-93.5% | $79,386-84.8% |
| Participation rate | 76.2% | 66.6%+9.5pp | 81.7%-5.5pp | 70.7%+5.5pp |
| Annual return | 13.94% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $591 | $2,321-74.5% | $5,167-88.6% | $2,427-75.6% |
| Participant deferral / active EE | $860 | $2,789-69.1% | $5,568-84.5% | $4,046-78.7% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.4% |