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; Recordke... | $1,456 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,856 | $61,272-75.8% | $149,673-90.1% | $71,457-79.2% |
| Participation rate | 92.6% | 62.5%+30.1pp | 78.8%+13.8pp | 67.9%+24.7pp |
| Annual return | 10.33% | 35.85%-25.5pp | 134.42%-124.1pp | 28.85%-18.5pp |
| Employer contribution / active EE | $1,415 | $2,378-40.5% | $4,818-70.6% | $2,588-45.3% |
| Participant deferral / active EE | $1,561 | $2,917-46.5% | $5,680-72.5% | $4,289-63.6% |
| Admin fee / account holder | $26 | $1,261-97.9% | $13,210-99.8% | $1,587-98.4% |