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... | $1,718 |
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 | $32,951 | $61,156-46.1% | $185,823-82.3% | $79,386-58.5% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 14.79% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,716 | $2,321-26.0% | $5,167-66.8% | $2,427-29.3% |
| Participant deferral / active EE | $3,938 | $2,789+41.2% | $5,568-29.3% | $4,046-2.7% |
| Admin fee / account holder | $4 | $710-99.4% | $16,237-100.0% | $626-99.4% |