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 3-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) | $8,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,984 | $58,778-91.5% | $129,207-96.1% | $77,643-93.6% |
| Participation rate | 61.4% | 59.2%+2.1pp | 69.6%-8.3pp | 70.6%-9.2pp |
| Annual return | 16.27% | 24.73%-8.5pp | 9417.33%-9401.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,593 | $3,212-50.4% | $4,168-61.8% | $4,647-65.7% |
| Admin fee / account holder | $17 | $589-97.2% | $7,715-99.8% | $430-96.1% |