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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... | $1,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,397 | $66,124+21.6% | $90,404-11.1% | $73,488+9.4% |
| Participation rate | 50.6% | 69.7%-19.1pp | 72.7%-22.1pp | 70.7%-20.1pp |
| Annual return | 17.74% | 17.65%+0.1pp | 1293.02%-1275.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,066 | $3,039-32.0% | $3,963-47.9% | $3,740-44.7% |
| Admin fee / account holder | $10 | $396-97.5% | $5,611-99.8% | $513-98.1% |