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 7-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 | Recordkeeping and information managem... | $2,339 |
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 | $22,905 | $49,915-54.1% | $154,803-85.2% | $74,304-69.2% |
| Participation rate | 96.4% | 54.0%+42.4pp | 78.1%+18.3pp | 60.3%+36.0pp |
| Annual return | 14.16% | 34.06%-19.9pp | 58.88%-44.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,643 | $1,611+64.0% | $4,305-38.6% | $2,241+17.9% |
| Participant deferral / active EE | $4,326 | $2,255+91.9% | $5,540-21.9% | $3,767+14.8% |
| Admin fee / account holder | $10 | $2,189-99.5% | $14,329-99.9% | $2,969-99.7% |