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... | $581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $45,000 | $61,272-26.6% | $149,673-69.9% | $71,457-37.0% |
| Participation rate | 60.0% | 62.5%-2.5pp | 78.8%-18.8pp | 67.9%-7.9pp |
| Annual return | 11.63% | 35.85%-24.2pp | 134.42%-122.8pp | 28.85%-17.2pp |
| Employer contribution / active EE | $1,106 | $2,378-53.5% | $4,818-77.0% | $2,588-57.3% |
| Participant deferral / active EE | $1,004 | $2,917-65.6% | $5,680-82.3% | $4,289-76.6% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.7% |