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 | Account maintenance fees; Participant... | $1,126 |
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 | $52,114 | $55,415-6.0% | $155,509-66.5% | $74,495-30.0% |
| Participation rate | 53.8% | 61.9%-8.1pp | 78.2%-24.4pp | 67.2%-13.4pp |
| Annual return | 22.41% | 268.50%-246.1pp | 64.67%-42.3pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $959 | $2,267-57.7% | $4,672-79.5% | $2,623-63.5% |
| Participant deferral / active EE | $3,659 | $2,836+29.0% | $5,626-35.0% | $4,346-15.8% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |