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 | Participant loan processing; Recordke... | $979 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,581 | $62,928-75.2% | $172,739-91.0% | $67,579-76.9% |
| Participation rate | 36.6% | 64.5%-27.8pp | 82.6%-46.0pp | 71.3%-34.7pp |
| Annual return | 20.80% | 30.36%-9.6pp | 802.84%-782.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $291 | $1,636-82.2% | $5,143-94.3% | $2,148-86.4% |
| Participant deferral / active EE | $1,202 | $2,145-44.0% | $5,198-76.9% | $3,539-66.0% |
| Admin fee / account holder | $4 | $167-97.5% | $13,954-100.0% | $142-97.1% |