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; Claims p... | $53,711 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,353 | $67,512-83.2% | $185,823-93.9% | $93,030-87.8% |
| Participation rate | 86.1% | 67.1%+18.9pp | 81.7%+4.4pp | 73.9%+12.2pp |
| Annual return | 21.35% | 21.04%+0.3pp | 122.05%-100.7pp | 158.70%-137.3pp |
| Employer contribution / active EE | $865 | $1,783-51.5% | $5,167-83.3% | $2,706-68.0% |
| Participant deferral / active EE | $554 | $3,035-81.7% | $5,568-90.0% | $4,562-87.9% |
| Admin fee / account holder | $23 | $318-92.7% | $16,237-99.9% | $152-84.7% |