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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $33,295 |
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 | $27,192 | $49,915-45.5% | $154,803-82.4% | $74,304-63.4% |
| Participation rate | 50.4% | 54.0%-3.6pp | 78.1%-27.7pp | 60.3%-10.0pp |
| Annual return | 14.87% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,196 | $2,255-2.6% | $5,540-60.4% | $3,767-41.7% |
| Admin fee / account holder | $212 | $2,189-90.3% | $14,329-98.5% | $2,969-92.9% |