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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $16,329 |
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 | $27,319 | $50,815-46.2% | $155,509-82.4% | $77,643-64.8% |
| Participation rate | 41.5% | 63.1%-21.6pp | 78.2%-36.7pp | 70.6%-29.0pp |
| Annual return | 13.50% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,169 | $1,993-41.3% | $4,672-75.0% | $2,726-57.1% |
| Participant deferral / active EE | $1,742 | $2,822-38.3% | $5,626-69.0% | $4,647-62.5% |
| Admin fee / account holder | $139 | $437-68.2% | $15,912-99.1% | $430-67.7% |