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 ... | $523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,753 | $95,416-51.0% | $185,823-74.8% | $85,850-45.5% |
| Participation rate | 62.4% | 68.8%-6.4pp | 81.7%-19.3pp | 69.3%-6.9pp |
| Annual return | 33.46% | 23.59%+9.9pp | 122.05%-88.6pp | 318.53%-285.1pp |
| Employer contribution / active EE | $945 | $3,314-71.5% | $5,167-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $2,099 | $3,423-38.7% | $5,568-62.3% | $3,952-46.9% |
| Admin fee / account holder | $6 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |