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... | $0 |
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 | $15,266 | $51,197-70.2% | $82,719-81.5% | $66,914-77.2% |
| Participation rate | 80.9% | 67.8%+13.1pp | 72.6%+8.3pp | 69.8%+11.1pp |
| Annual return | -15.50% | -9.64%-5.9pp | 701.18%-716.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $676 | $2,611-74.1% | $3,009-77.5% | $2,544-73.4% |
| Participant deferral / active EE | $1,351 | $3,458-60.9% | $4,395-69.3% | $4,237-68.1% |
| Admin fee / account holder | $11 | $416-97.3% | $5,329-99.8% | $593-98.1% |