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 7-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 | Participant loan processing; Recordke... | $4,476 |
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 | $9,718 | $50,982-80.9% | $154,803-93.7% | $85,563-88.6% |
| Participation rate | 90.6% | 59.8%+30.8pp | 78.1%+12.5pp | 66.0%+24.6pp |
| Annual return | 13.73% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.8pp |
| Employer contribution / active EE | $349 | $1,708-79.6% | $4,305-91.9% | $2,654-86.9% |
| Participant deferral / active EE | $927 | $2,474-62.5% | $5,540-83.3% | $4,375-78.8% |
| Admin fee / account holder | $6 | $846-99.3% | $14,329-100.0% | $834-99.3% |