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 | Recordkeeping and information managem... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,801 | $51,197-67.2% | $82,719-79.7% | $66,914-74.9% |
| Participation rate | 91.2% | 67.8%+23.4pp | 72.6%+18.7pp | 69.8%+21.4pp |
| Annual return | -13.25% | -9.64%-3.6pp | 701.18%-714.4pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,107 | $2,611-19.3% | $3,009-30.0% | $2,544-17.2% |
| Participant deferral / active EE | $663 | $3,458-80.8% | $4,395-84.9% | $4,237-84.4% |
| Admin fee / account holder | $7 | $416-98.2% | $5,329-99.9% | $593-98.8% |