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 9-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; Account ... | $5,093 |
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 | $15,912 | $44,960-64.6% | $84,966-81.3% | $74,495-78.6% |
| Participation rate | 91.3% | 49.4%+41.9pp | 67.5%+23.8pp | 67.2%+24.1pp |
| Annual return | 15.42% | 26.24%-10.8pp | 66.38%-51.0pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,243 | $1,457-14.7% | $2,727-54.4% | $2,623-52.6% |
| Participant deferral / active EE | $1,908 | $2,731-30.1% | $4,519-57.8% | $4,346-56.1% |
| Admin fee / account holder | $13 | $2,209-99.4% | $6,149-99.8% | $1,942-99.3% |