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 | Claims processing; Recordkeeping and ... | $10,729 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,333 | $50,820-87.5% | $155,567-95.9% | $77,671-91.8% |
| Participation rate | 86.1% | 63.1%+23.0pp | 78.2%+8.0pp | 70.6%+15.6pp |
| Annual return | 10.93% | 34.85%-23.9pp | 64.74%-53.8pp | 31.21%-20.3pp |
| Employer contribution / active EE | $502 | $1,993-74.8% | $4,674-89.3% | $2,726-81.6% |
| Participant deferral / active EE | $903 | $2,823-68.0% | $5,628-84.0% | $4,648-80.6% |
| Admin fee / account holder | $17 | $436-96.1% | $15,916-99.9% | $430-96.0% |