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... | $1,518 |
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 | $49,226 | $47,126+4.5% | $149,673-67.1% | $74,419-33.9% |
| Participation rate | 67.0% | 63.4%+3.6pp | 78.8%-11.8pp | 70.7%-3.8pp |
| Annual return | 18.57% | 22.75%-4.2pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,555 | $1,905-18.4% | $4,818-67.7% | $2,637-41.0% |
| Participant deferral / active EE | $2,993 | $2,728+9.7% | $5,680-47.3% | $4,528-33.9% |
| Admin fee / account holder | $4 | $343-99.0% | $13,210-100.0% | $348-99.0% |