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 | Account maintenance fees; Claims proc... | $9,613 |
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 | $18,404 | $50,815-63.8% | $155,509-88.2% | $77,643-76.3% |
| Participation rate | 71.4% | 63.1%+8.3pp | 78.2%-6.8pp | 70.6%+0.8pp |
| Annual return | 13.05% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $631 | $1,993-68.4% | $4,672-86.5% | $2,726-76.9% |
| Participant deferral / active EE | $1,805 | $2,822-36.0% | $5,626-67.9% | $4,647-61.2% |
| Admin fee / account holder | $12 | $437-97.3% | $15,912-99.9% | $430-97.3% |