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; Account maintenanc... | $3,281 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,776 | $101,317-76.5% | $146,958-83.8% | $74,495-68.1% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.2%-1.5pp | 67.2%+13.4pp |
| Annual return | 13.78% | 8730.91%-8717.1pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,531 | $3,810-59.8% | $4,933-69.0% | $2,623-41.6% |
| Participant deferral / active EE | $2,709 | $7,303-62.9% | $8,070-66.4% | $4,346-37.7% |
| Admin fee / account holder | $13 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |