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... | $5,032 |
Employer contribution per participant 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 | $8,639 | $61,058-85.9% | $71,209-87.9% | $85,563-89.9% |
| Participation rate | 95.4% | 58.6%+36.9pp | 73.8%+21.7pp | 66.0%+29.5pp |
| Annual return | 31.24% | 100.41%-69.2pp | 282.51%-251.3pp | 31.51%-0.3pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,735 | $3,173-45.3% | $4,175-58.4% | $4,375-60.3% |
| Admin fee / account holder | $11 | $855-98.7% | $5,349-99.8% | $834-98.7% |