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; Account ... | $14,886 |
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 | $17,917 | $50,815-64.7% | $155,509-88.5% | $77,643-76.9% |
| Participation rate | 89.6% | 63.1%+26.5pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 15.24% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $780 | $1,993-60.9% | $4,672-83.3% | $2,726-71.4% |
| Participant deferral / active EE | $1,581 | $2,822-44.0% | $5,626-71.9% | $4,647-66.0% |
| Admin fee / account holder | $12 | $437-97.3% | $15,912-99.9% | $430-97.2% |