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; Claims p... | $765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,327 | $58,290-44.5% | $98,442-67.2% | $86,799-62.8% |
| Participation rate | 51.5% | 68.3%-16.8pp | 73.3%-21.8pp | 72.3%-20.8pp |
| Annual return | 27.49% | 43.48%-16.0pp | 1492.73%-1465.2pp | 97.91%-70.4pp |
| Employer contribution / active EE | $446 | $2,008-77.8% | $2,960-84.9% | $2,405-81.4% |
| Participant deferral / active EE | $963 | $3,152-69.5% | $4,276-77.5% | $4,131-76.7% |
| Admin fee / account holder | $4 | $138-96.9% | $5,949-99.9% | $170-97.5% |