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 | Participant loan processing; Recordke... | $611 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,618 | $73,867-82.9% | $143,757-91.2% | $68,494-81.6% |
| Participation rate | 63.9% | 66.7%-2.7pp | 80.3%-16.4pp | 67.9%-4.0pp |
| Annual return | -7.98% | 1.01%-9.0pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,435 | $3,184-54.9% | $4,951-71.0% | $2,596-44.7% |
| Participant deferral / active EE | $884 | $3,384-73.9% | $5,637-84.3% | $4,027-78.1% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |