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 | Claims processing; Recordkeeping and ... | $581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $21,455 | $47,126-54.5% | $149,673-85.7% | $74,419-71.2% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.4pp | 70.7%-42.4pp |
| Annual return | 11.58% | 22.75%-11.2pp | 134.42%-122.8pp | 34.38%-22.8pp |
| Employer contribution / active EE | $163 | $1,905-91.4% | $4,818-96.6% | $2,637-93.8% |
| Participant deferral / active EE | $996 | $2,728-63.5% | $5,680-82.5% | $4,528-78.0% |
| Admin fee / account holder | $2 | $343-99.4% | $13,210-100.0% | $348-99.4% |