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; Account ... | $3,920 |
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 | $17,408 | $55,415-68.6% | $155,509-88.8% | $74,495-76.6% |
| Participation rate | 93.4% | 61.9%+31.5pp | 78.2%+15.3pp | 67.2%+26.2pp |
| Annual return | 15.47% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,235 | $2,267-45.5% | $4,672-73.6% | $2,623-52.9% |
| Participant deferral / active EE | $2,483 | $2,836-12.4% | $5,626-55.9% | $4,346-42.9% |
| Admin fee / account holder | $8 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |