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; Recordkeeping and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,479 | $46,292-64.4% | $143,757-88.5% | $64,808-74.6% |
| Participation rate | 55.6% | 64.2%-8.6pp | 80.3%-24.7pp | 71.5%-15.9pp |
| Annual return | -16.09% | -10.05%-6.0pp | -0.04%-16.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $364 | $1,910-80.9% | $4,951-92.6% | $2,506-85.5% |
| Participant deferral / active EE | $779 | $2,646-70.6% | $5,637-86.2% | $4,310-81.9% |
| Admin fee / account holder | $8 | $154-94.6% | $14,673-99.9% | $188-95.6% |