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... | $951 |
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 | $34,514 | $54,762-37.0% | $90,281-61.8% | $72,985-52.7% |
| Participation rate | 98.9% | 65.1%+33.8pp | 73.3%+25.7pp | 69.5%+29.5pp |
| Annual return | 24.58% | 30.63%-6.1pp | 78.10%-53.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,399 | $2,092-33.1% | $2,854-51.0% | $2,440-42.7% |
| Participant deferral / active EE | $3,055 | $2,887+5.8% | $3,885-21.4% | $3,607-15.3% |
| Admin fee / account holder | $7 | $3,972-99.8% | $5,351-99.9% | $5,124-99.9% |