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; Claims p... | $1,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,819 | $55,415-24.5% | $155,509-73.1% | $74,495-43.9% |
| Participation rate | 66.2% | 61.9%+4.3pp | 78.2%-12.0pp | 67.2%-1.0pp |
| Annual return | 18.12% | 268.50%-250.4pp | 64.67%-46.5pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,112 | $2,267-51.0% | $4,672-76.2% | $2,623-57.6% |
| Participant deferral / active EE | $1,046 | $2,836-63.1% | $5,626-81.4% | $4,346-75.9% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |