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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,202 | $65,061-70.5% | $143,757-86.6% | $66,914-71.3% |
| Participation rate | 77.9% | 65.2%+12.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -9.61% | -11.14%+1.5pp | -0.04%-9.6pp | 1.58%-11.2pp |
| Employer contribution / active EE | $2,087 | $2,361-11.6% | $4,951-57.8% | $2,544-18.0% |
| Participant deferral / active EE | $1,976 | $2,919-32.3% | $5,637-64.9% | $4,237-53.4% |
| Admin fee / account holder | $25 | $502-94.9% | $14,673-99.8% | $593-95.7% |