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 | Claims processing; Recordkeeping and ... | $503 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,321 | $58,879-85.9% | $178,490-95.3% | $73,488-88.7% |
| Participation rate | 98.1% | 66.2%+31.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 14.76% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $974 | $2,236-56.4% | $5,011-80.6% | $2,270-57.1% |
| Participant deferral / active EE | $971 | $2,567-62.2% | $5,202-81.3% | $3,740-74.0% |
| Admin fee / account holder | $3 | $400-99.2% | $13,984-100.0% | $513-99.3% |