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 |
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,092 | $61,272-67.2% | $149,673-86.6% | $71,457-71.9% |
| Participation rate | 81.0% | 62.5%+18.4pp | 78.8%+2.2pp | 67.9%+13.0pp |
| Annual return | 11.25% | 35.85%-24.6pp | 134.42%-123.2pp | 28.85%-17.6pp |
| Employer contribution / active EE | $1,617 | $2,378-32.0% | $4,818-66.4% | $2,588-37.5% |
| Participant deferral / active EE | $1,515 | $2,917-48.1% | $5,680-73.3% | $4,289-64.7% |
| Admin fee / account holder | $25 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |