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 ... | $2,721 |
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 | $43,928 | $55,415-20.7% | $155,509-71.8% | $74,495-41.0% |
| Participation rate | 67.9% | 61.9%+6.0pp | 78.2%-10.3pp | 67.2%+0.7pp |
| Annual return | 14.74% | 268.50%-253.8pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,518 | $2,267-33.0% | $4,672-67.5% | $2,623-42.1% |
| Participant deferral / active EE | $1,956 | $2,836-31.0% | $5,626-65.2% | $4,346-55.0% |
| Admin fee / account holder | $11 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |