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 | Recordkeeping and information managem... | $593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $79,937 | $61,052+30.9% | $142,863-44.0% | $79,386+0.7% |
| Participation rate | 48.8% | 60.1%-11.3pp | 71.9%-23.1pp | 70.7%-21.9pp |
| Annual return | 13.32% | 16.02%-2.7pp | 5637.54%-5624.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $207 | $1,481-86.0% | $4,144-95.0% | $2,427-91.5% |
| Participant deferral / active EE | $1,318 | $2,879-54.2% | $3,837-65.6% | $4,046-67.4% |
| Admin fee / account holder | $8 | $659-98.7% | $6,560-99.9% | $626-98.7% |