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; Claims p... | $1,397 |
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 | $18,226 | $52,293-65.1% | $178,490-89.8% | $73,409-75.2% |
| Participation rate | 39.9% | 65.3%-25.5pp | 81.9%-42.1pp | 72.2%-32.3pp |
| Annual return | 22.89% | 34.75%-11.9pp | 151.07%-128.2pp | 59.29%-36.4pp |
| Employer contribution / active EE | $387 | $1,735-77.7% | $5,011-92.3% | $2,234-82.7% |
| Participant deferral / active EE | $1,246 | $2,332-46.6% | $5,202-76.1% | $3,805-67.3% |
| Admin fee / account holder | $4 | $127-96.9% | $13,984-100.0% | $158-97.5% |