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 7-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... | $1,956 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,820 | $61,156-87.2% | $185,823-95.8% | $79,386-90.1% |
| Participation rate | 87.2% | 66.6%+20.6pp | 81.7%+5.5pp | 70.7%+16.5pp |
| Annual return | 46.37% | 19.45%+26.9pp | 122.05%-75.7pp | 116.85%-70.5pp |
| Employer contribution / active EE | $541 | $2,321-76.7% | $5,167-89.5% | $2,427-77.7% |
| Participant deferral / active EE | $959 | $2,789-65.6% | $5,568-82.8% | $4,046-76.3% |
| Admin fee / account holder | $10 | $710-98.5% | $16,237-99.9% | $626-98.3% |