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 | Claims processing; Account maintenanc... | $773 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,581 | $65,061-62.2% | $143,757-82.9% | $66,914-63.3% |
| Participation rate | 33.8% | 65.2%-31.4pp | 80.3%-46.5pp | 69.8%-36.0pp |
| Annual return | -9.95% | -11.14%+1.2pp | -0.04%-9.9pp | 1.58%-11.5pp |
| Employer contribution / active EE | $311 | $2,361-86.8% | $4,951-93.7% | $2,544-87.8% |
| Participant deferral / active EE | $1,367 | $2,919-53.2% | $5,637-75.8% | $4,237-67.7% |
| Admin fee / account holder | $7 | $502-98.6% | $14,673-100.0% | $593-98.8% |