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... | $2,939 |
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 | $28,313 | $47,722-40.7% | $82,719-65.8% | $64,808-56.3% |
| Participation rate | 60.6% | 67.6%-7.0pp | 72.6%-11.9pp | 71.5%-10.8pp |
| Annual return | -17.40% | -13.05%-4.3pp | 701.18%-718.6pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,100 | $2,179-49.5% | $3,009-63.5% | $2,506-56.1% |
| Participant deferral / active EE | $1,788 | $3,329-46.3% | $4,395-59.3% | $4,310-58.5% |
| Admin fee / account holder | $6 | $143-95.5% | $5,329-99.9% | $188-96.6% |