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 4-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $15,964 |
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 | $21,710 | $40,385-46.2% | $80,569-73.1% | $74,419-70.8% |
| Participation rate | 49.6% | 47.4%+2.2pp | 67.0%-17.4pp | 70.7%-21.1pp |
| Annual return | 101.00% | 164.85%-63.9pp | 935.43%-834.4pp | 34.38%+66.6pp |
| Employer contribution / active EE | $1,301 | $1,496-13.1% | $2,723-52.2% | $2,637-50.7% |
| Participant deferral / active EE | $3,384 | $2,674+26.6% | $4,447-23.9% | $4,528-25.3% |
| Admin fee / account holder | $104 | $720-85.5% | $5,377-98.1% | $348-70.0% |