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; Participant loan p... | $1,045 |
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 | $63,064 | $55,415+13.8% | $155,509-59.4% | $74,495-15.3% |
| Participation rate | 61.1% | 61.9%-0.8pp | 78.2%-17.1pp | 67.2%-6.1pp |
| Annual return | 14.88% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,606 | $2,267-29.2% | $4,672-65.6% | $2,623-38.8% |
| Participant deferral / active EE | $2,149 | $2,836-24.2% | $5,626-61.8% | $4,346-50.5% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |