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 | Recordkeeping and information managem... | $484 |
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 | $30,336 | $95,416-68.2% | $185,823-83.7% | $85,850-64.7% |
| Participation rate | 98.6% | 68.8%+29.8pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 14.43% | 23.59%-9.2pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,345 | $3,314-59.4% | $5,167-74.0% | $2,565-47.6% |
| Participant deferral / active EE | $1,296 | $3,423-62.1% | $5,568-76.7% | $3,952-67.2% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |