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; Claims proc... | $457 |
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 | $14,710 | $65,061-77.4% | $143,757-89.8% | $66,914-78.0% |
| Participation rate | 69.2% | 65.2%+4.0pp | 80.3%-11.1pp | 69.8%-0.6pp |
| Annual return | -11.37% | -11.14%-0.2pp | -0.04%-11.3pp | 1.58%-13.0pp |
| Employer contribution / active EE | $535 | $2,361-77.3% | $4,951-89.2% | $2,544-79.0% |
| Participant deferral / active EE | $1,010 | $2,919-65.4% | $5,637-82.1% | $4,237-76.2% |
| Admin fee / account holder | $2 | $502-99.6% | $14,673-100.0% | $593-99.6% |