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 |
|---|---|---|
DEFINITI LLC1 year Service code 49 | Other Services | $1,801 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $582 |
Filed as: NY LIFE SECURITIES Service code 27 · EIN 27-0145686 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,663 | $61,156+76.0% | $185,823-42.1% | $79,386+35.6% |
| Participation rate | 25.0% | 66.6%-41.6pp | 81.7%-56.7pp | 70.7%-45.7pp |
| Annual return | 11.65% | 19.45%-7.8pp | 122.05%-110.4pp | 116.85%-105.2pp |
| Employer contribution / active EE | $497 | $2,321-78.6% | $5,167-90.4% | $2,427-79.5% |
| Participant deferral / active EE | $1,242 | $2,789-55.5% | $5,568-77.7% | $4,046-69.3% |
| Admin fee / account holder | $34 | $710-95.2% | $16,237-99.8% | $626-94.6% |