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... | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,017 | $49,915+26.2% | $154,803-59.3% | $74,304-15.2% |
| Participation rate | 56.0% | 54.0%+2.1pp | 78.1%-22.0pp | 60.3%-4.3pp |
| Annual return | 11.34% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,366 | $1,611-15.2% | $4,305-68.3% | $2,241-39.1% |
| Participant deferral / active EE | $3,067 | $2,255+36.0% | $5,540-44.6% | $3,767-18.6% |
| Admin fee / account holder | $8 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |