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 | Claims processing; Participant loan p... | $888 |
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 | $28,796 | $58,264-50.6% | $86,612-66.8% | $71,457-59.7% |
| Participation rate | 73.3% | 65.0%+8.3pp | 71.7%+1.6pp | 67.9%+5.4pp |
| Annual return | 13.91% | 21.63%-7.7pp | 591.07%-577.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $772 | $2,574-70.0% | $3,022-74.4% | $2,588-70.1% |
| Participant deferral / active EE | $1,774 | $3,436-48.4% | $4,438-60.0% | $4,289-58.6% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,614-99.9% | $1,587-99.7% |