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 5-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; Participant loan p... | $1,760 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,341 | $58,264-92.5% | $86,612-95.0% | $71,457-93.9% |
| Participation rate | 80.3% | 65.0%+15.3pp | 71.7%+8.6pp | 67.9%+12.4pp |
| Annual return | 18.12% | 21.63%-3.5pp | 591.07%-573.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $484 | $2,574-81.2% | $3,022-84.0% | $2,588-81.3% |
| Participant deferral / active EE | $1,132 | $3,436-67.0% | $4,438-74.5% | $4,289-73.6% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,614-99.9% | $1,587-99.5% |