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; Account maintenanc... | $984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,841 | $65,061-75.7% | $143,757-89.0% | $66,914-76.3% |
| Participation rate | 64.8% | 65.2%-0.4pp | 80.3%-15.6pp | 69.8%-5.0pp |
| Annual return | -14.27% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,482 | $2,361-37.2% | $4,951-70.1% | $2,544-41.8% |
| Participant deferral / active EE | $1,849 | $2,919-36.7% | $5,637-67.2% | $4,237-56.4% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |