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; Account maintenanc... | $769 |
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 | $35,155 | $51,197-31.3% | $82,719-57.5% | $66,914-47.5% |
| Participation rate | 57.3% | 67.8%-10.6pp | 72.6%-15.3pp | 69.8%-12.5pp |
| Annual return | -14.12% | -9.64%-4.5pp | 701.18%-715.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $495 | $2,611-81.1% | $3,009-83.6% | $2,544-80.6% |
| Participant deferral / active EE | $1,864 | $3,458-46.1% | $4,395-57.6% | $4,237-56.0% |
| Admin fee / account holder | $6 | $416-98.7% | $5,329-99.9% | $593-99.1% |