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 ... | $1,042 |
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 | $18,848 | $47,722-60.5% | $82,719-77.2% | $64,808-70.9% |
| Participation rate | 81.6% | 67.6%+14.0pp | 72.6%+9.1pp | 71.5%+10.2pp |
| Annual return | -15.70% | -13.05%-2.7pp | 701.18%-716.9pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,593 | $2,179-26.9% | $3,009-47.1% | $2,506-36.4% |
| Participant deferral / active EE | $2,042 | $3,329-38.7% | $4,395-53.5% | $4,310-52.6% |
| Admin fee / account holder | $12 | $143-91.7% | $5,329-99.8% | $188-93.7% |