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... | $1,889 |
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 | $24,175 | $55,415-56.4% | $155,509-84.5% | $74,495-67.5% |
| Participation rate | 72.1% | 61.9%+10.2pp | 78.2%-6.1pp | 67.2%+4.9pp |
| Annual return | 39.29% | 268.50%-229.2pp | 64.67%-25.4pp | 1364.94%-1325.7pp |
| Employer contribution / active EE | $895 | $2,267-60.5% | $4,672-80.8% | $2,623-65.9% |
| Participant deferral / active EE | $1,265 | $2,836-55.4% | $5,626-77.5% | $4,346-70.9% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |