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 13 · EIN 35-1140070 | Contract Administrator | $25,587 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,871 | $63,745-75.1% | $98,442-83.9% | $79,386-80.0% |
| Participation rate | 53.6% | 69.9%-16.2pp | 73.3%-19.7pp | 70.7%-17.1pp |
| Annual return | 44.74% | 625.80%-581.1pp | 1492.73%-1448.0pp | 116.85%-72.1pp |
| Employer contribution / active EE | $480 | $2,557-81.2% | $2,960-83.8% | $2,427-80.2% |
| Participant deferral / active EE | $926 | $3,303-72.0% | $4,276-78.3% | $4,046-77.1% |
| Admin fee / account holder | $220 | $516-57.3% | $5,949-96.3% | $626-64.9% |