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; Participant... | $618 |
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 | $87,474 | $55,415+57.9% | $155,509-43.7% | $74,495+17.4% |
| Participation rate | 16.7% | 61.9%-45.2pp | 78.2%-61.5pp | 67.2%-50.5pp |
| Annual return | 11.73% | 268.50%-256.8pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,028 | $2,267-10.5% | $4,672-56.6% | $2,623-22.7% |
| Participant deferral / active EE | $3,036 | $2,836+7.1% | $5,626-46.0% | $4,346-30.1% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |