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 | Recordkeeping and information managem... | $24,565 |
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 | $14,375 | $50,127-71.3% | $149,673-90.4% | $80,160-82.1% |
| Participation rate | 75.3% | 64.3%+11.0pp | 78.8%-3.5pp | 72.9%+2.3pp |
| Annual return | 18.50% | 29.82%-11.3pp | 134.42%-115.9pp | 40.38%-21.9pp |
| Employer contribution / active EE | $1,432 | $1,865-23.2% | $4,818-70.3% | $2,978-51.9% |
| Participant deferral / active EE | $963 | $3,194-69.8% | $5,680-83.0% | $5,017-80.8% |
| Admin fee / account holder | $6 | $153-96.2% | $13,210-100.0% | $145-96.0% |