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; Participant loan p... | $862 |
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 | $50,633 | $81,248-37.7% | $155,509-67.4% | $80,856-37.4% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.6pp |
| Annual return | 14.46% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,694 | $3,100+19.2% | $4,672-20.9% | $2,755+34.1% |
| Participant deferral / active EE | $3,231 | $3,452-6.4% | $5,626-42.6% | $4,296-24.8% |
| Admin fee / account holder | $10 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |