See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,200 |
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 | $68,388 | $49,915+37.0% | $154,803-55.8% | $74,304-8.0% |
| Participation rate | 73.6% | 54.0%+19.6pp | 78.1%-4.5pp | 60.3%+13.2pp |
| Annual return | 13.25% | 34.06%-20.8pp | 58.88%-45.6pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,433 | $1,611+51.0% | $4,305-43.5% | $2,241+8.5% |
| Participant deferral / active EE | $2,224 | $2,255-1.3% | $5,540-59.9% | $3,767-41.0% |
| Admin fee / account holder | $12 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |