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 ... | $3,583 |
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 | $27,532 | $55,415-50.3% | $155,509-82.3% | $74,495-63.0% |
| Participation rate | 84.8% | 61.9%+22.9pp | 78.2%+6.6pp | 67.2%+17.6pp |
| Annual return | 11.92% | 268.50%-256.6pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,443 | $2,267+7.8% | $4,672-47.7% | $2,623-6.9% |
| Participant deferral / active EE | $1,981 | $2,836-30.2% | $5,626-64.8% | $4,346-54.4% |
| Admin fee / account holder | $16 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |