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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 4-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... | $641 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,476 | $58,879-60.1% | $178,490-86.8% | $73,488-68.1% |
| Participation rate | 27.1% | 66.2%-39.1pp | 81.9%-54.8pp | 70.7%-43.6pp |
| Annual return | 15.14% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,201 | $2,567-53.2% | $5,202-76.9% | $3,740-67.9% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |