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 | Account maintenance fees; Claims proc... | $1,103 |
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 | $18,914 | $73,867-74.4% | $143,757-86.8% | $68,494-72.4% |
| Participation rate | 91.9% | 66.7%+25.2pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -17.14% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,135 | $3,184-64.3% | $4,951-77.1% | $2,596-56.3% |
| Participant deferral / active EE | $2,394 | $3,384-29.3% | $5,637-57.5% | $4,027-40.5% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |