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 5-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... | $2,060 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,344 | $55,415-70.5% | $155,509-89.5% | $74,495-78.1% |
| Participation rate | 93.4% | 61.9%+31.5pp | 78.2%+15.3pp | 67.2%+26.2pp |
| Annual return | 19.62% | 268.50%-248.9pp | 64.67%-45.1pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $1,759 | $2,267-22.4% | $4,672-62.4% | $2,623-32.9% |
| Participant deferral / active EE | $3,606 | $2,836+27.2% | $5,626-35.9% | $4,346-17.0% |
| Admin fee / account holder | $11 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |