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... | $2,580 |
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 | $20,195 | $55,415-63.6% | $155,509-87.0% | $74,495-72.9% |
| Participation rate | 39.3% | 61.9%-22.7pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 12.32% | 268.50%-256.2pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,145 | $2,267-49.5% | $4,672-75.5% | $2,623-56.3% |
| Participant deferral / active EE | $1,001 | $2,836-64.7% | $5,626-82.2% | $4,346-77.0% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |