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... | $7,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,835 | $50,982-82.7% | $154,803-94.3% | $85,563-89.7% |
| Participation rate | 40.4% | 59.8%-19.4pp | 78.1%-37.6pp | 66.0%-25.5pp |
| Annual return | 11.85% | 30.35%-18.5pp | 58.88%-47.0pp | 31.51%-19.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $765 | $2,474-69.1% | $5,540-86.2% | $4,375-82.5% |
| Admin fee / account holder | $9 | $846-99.0% | $14,329-99.9% | $834-98.9% |