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 6-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $7,322 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,107 | $77,314-85.6% | $177,989-93.8% | $80,856-86.3% |
| Participation rate | 71.9% | 65.7%+6.2pp | 77.1%-5.2pp | 67.6%+4.2pp |
| Annual return | 10.38% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,501 | $4,411+2.0% | $6,276-28.3% | $4,296+4.8% |
| Admin fee / account holder | $56 | $7,191-99.2% | $10,363-99.5% | $6,918-99.2% |