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... | $1,327 |
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 | $32,207 | $51,197-37.1% | $82,719-61.1% | $66,914-51.9% |
| Participation rate | 56.6% | 67.8%-11.3pp | 72.6%-16.0pp | 69.8%-13.2pp |
| Annual return | -13.71% | -9.64%-4.1pp | 701.18%-714.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $756 | $2,611-71.1% | $3,009-74.9% | $2,544-70.3% |
| Participant deferral / active EE | $1,857 | $3,458-46.3% | $4,395-57.8% | $4,237-56.2% |
| Admin fee / account holder | $9 | $416-97.7% | $5,329-99.8% | $593-98.4% |