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... | $313 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,501 | $73,867-23.5% | $143,757-60.7% | $68,494-17.5% |
| Participation rate | 23.5% | 66.7%-43.1pp | 80.3%-56.8pp | 67.9%-44.4pp |
| Annual return | -14.47% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $82 | $3,184-97.4% | $4,951-98.3% | $2,596-96.8% |
| Participant deferral / active EE | $2,207 | $3,384-34.8% | $5,637-60.9% | $4,027-45.2% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |