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... | $328 |
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 | $21,381 | $91,190-76.6% | $178,490-88.0% | $79,858-73.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.39% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,844 | $3,256-43.4% | $5,011-63.2% | $2,471-25.4% |
| Participant deferral / active EE | $3,952 | $3,236+22.1% | $5,202-24.0% | $3,740+5.7% |
| Admin fee / account holder | $3 | $6,751-100.0% | $13,984-100.0% | $5,306-99.9% |