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 | Account maintenance fees; Claims proc... | $1,880 |
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 | $33,569 | $81,248-58.7% | $155,509-78.4% | $80,856-58.5% |
| Participation rate | 89.4% | 66.2%+23.2pp | 78.2%+11.2pp | 67.6%+21.8pp |
| Annual return | 14.24% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,754 | $3,100-43.4% | $4,672-62.5% | $2,755-36.3% |
| Participant deferral / active EE | $2,072 | $3,452-40.0% | $5,626-63.2% | $4,296-51.8% |
| Admin fee / account holder | $19 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |