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; Recordke... | $810 |
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 | $18,834 | $55,415-66.0% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 57.9% | 61.9%-4.0pp | 78.2%-20.3pp | 67.2%-9.3pp |
| Annual return | 13.41% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,037 | $2,267-54.3% | $4,672-77.8% | $2,623-60.5% |
| Participant deferral / active EE | $1,949 | $2,836-31.3% | $5,626-65.4% | $4,346-55.2% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.8% |