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... | $3,210 |
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 | $61,618 | $50,815+21.3% | $155,509-60.4% | $77,643-20.6% |
| Participation rate | 61.9% | 63.1%-1.2pp | 78.2%-16.3pp | 70.6%-8.7pp |
| Annual return | 16.56% | 34.80%-18.2pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,730 | $1,993-13.2% | $4,672-63.0% | $2,726-36.5% |
| Participant deferral / active EE | $3,011 | $2,822+6.7% | $5,626-46.5% | $4,647-35.2% |
| Admin fee / account holder | $6 | $437-98.6% | $15,912-100.0% | $430-98.6% |