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... | $9,774 |
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 | $34,474 | $61,058-43.5% | $71,209-51.6% | $85,563-59.7% |
| Participation rate | 94.4% | 58.6%+35.9pp | 73.8%+20.7pp | 66.0%+28.5pp |
| Annual return | 16.99% | 100.41%-83.4pp | 282.51%-265.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $4,244 | $2,199+93.1% | $2,721+56.0% | $2,654+59.9% |
| Participant deferral / active EE | $4,561 | $3,173+43.8% | $4,175+9.2% | $4,375+4.3% |
| Admin fee / account holder | $12 | $855-98.6% | $5,349-99.8% | $834-98.6% |