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 | Account maintenance fees; Recordkeepi... | $588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $59,526 | $85,202-30.1% | $172,739-65.5% | $72,985-18.4% |
| Participation rate | 26.9% | 70.1%-43.2pp | 82.6%-55.8pp | 69.5%-42.6pp |
| Annual return | 20.09% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,852 | $3,260-43.2% | $5,198-64.4% | $3,607-48.7% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |