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... | $1,226 |
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 | $35,746 | $61,272-41.7% | $149,673-76.1% | $71,457-50.0% |
| Participation rate | 69.1% | 62.5%+6.6pp | 78.8%-9.6pp | 67.9%+1.2pp |
| Annual return | 14.18% | 35.85%-21.7pp | 134.42%-120.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,421 | $2,378-40.2% | $4,818-70.5% | $2,588-45.1% |
| Participant deferral / active EE | $1,799 | $2,917-38.3% | $5,680-68.3% | $4,289-58.0% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |