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; Participant loan p... | $1,324 |
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 | $27,688 | $81,248-65.9% | $155,509-82.2% | $80,856-65.8% |
| Participation rate | 94.8% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 14.39% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,557 | $3,100-49.8% | $4,672-66.7% | $2,755-43.5% |
| Participant deferral / active EE | $1,479 | $3,452-57.1% | $5,626-73.7% | $4,296-65.6% |
| Admin fee / account holder | $12 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |