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 | Participant loan processing; Claims p... | $3,422 |
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.
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 | $36,442 | $50,815-28.3% | $155,509-76.6% | $77,643-53.1% |
| Participation rate | 43.8% | 63.1%-19.3pp | 78.2%-34.4pp | 70.6%-26.8pp |
| Annual return | 12.71% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,482 | $2,822-47.5% | $5,626-73.7% | $4,647-68.1% |
| Admin fee / account holder | $9 | $437-97.8% | $15,912-99.9% | $430-97.8% |