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... | $3,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,904 | $46,292-54.8% | $143,757-85.5% | $64,808-67.7% |
| Participation rate | 66.3% | 64.2%+2.1pp | 80.3%-14.0pp | 71.5%-5.1pp |
| Annual return | -12.97% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $826 | $1,910-56.7% | $4,951-83.3% | $2,506-67.0% |
| Participant deferral / active EE | $1,265 | $2,646-52.2% | $5,637-77.6% | $4,310-70.7% |
| Admin fee / account holder | $14 | $154-91.2% | $14,673-99.9% | $188-92.8% |