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 ... | $851 |
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 | $29,744 | $47,126-36.9% | $149,673-80.1% | $74,419-60.0% |
| Participation rate | 44.7% | 63.4%-18.6pp | 78.8%-34.0pp | 70.7%-26.0pp |
| Annual return | 16.60% | 22.75%-6.2pp | 134.42%-117.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $736 | $1,905-61.3% | $4,818-84.7% | $2,637-72.1% |
| Participant deferral / active EE | $1,086 | $2,728-60.2% | $5,680-80.9% | $4,528-76.0% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |