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 ... | $1,243 |
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 | $24,732 | $65,409-62.2% | $98,442-74.9% | $85,850-71.2% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.2pp | 69.3%+25.3pp |
| Annual return | 16.56% | 21.76%-5.2pp | 1492.73%-1476.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $558 | $2,168-74.3% | $2,960-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $2,414 | $3,166-23.8% | $4,276-43.6% | $3,952-38.9% |
| Admin fee / account holder | $9 | $4,593-99.8% | $5,949-99.9% | $6,260-99.9% |