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... | $1,582 |
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 | $28,943 | $81,233-64.4% | $155,567-81.4% | $80,874-64.2% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 15.16% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,123 | $3,101-63.8% | $4,674-76.0% | $2,756-59.2% |
| Participant deferral / active EE | $1,350 | $3,452-60.9% | $5,628-76.0% | $4,297-68.6% |
| Admin fee / account holder | $14 | $7,998-99.8% | $15,916-99.9% | $6,935-99.8% |