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 | Claims processing; Participant loan p... | $922 |
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 | $58,395 | $42,894+36.1% | $60,874-4.1% | $68,494-14.7% |
| Participation rate | 45.9% | 66.8%-20.9pp | 73.1%-27.2pp | 67.9%-22.0pp |
| Annual return | -14.96% | -13.98%-1.0pp | 16.90%-31.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,225 | $1,978-38.1% | $2,701-54.6% | $2,596-52.8% |
| Participant deferral / active EE | $2,738 | $2,867-4.5% | $3,817-28.3% | $4,027-32.0% |
| Admin fee / account holder | $8 | $3,101-99.7% | $3,224-99.7% | $5,403-99.8% |