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 | Participant loan processing; Claims p... | $654 |
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 | $21,916 | $61,272-64.2% | $149,673-85.4% | $71,457-69.3% |
| Participation rate | 57.0% | 62.5%-5.6pp | 78.8%-21.8pp | 67.9%-11.0pp |
| Annual return | 14.98% | 35.85%-20.9pp | 134.42%-119.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $684 | $2,378-71.2% | $4,818-85.8% | $2,588-73.6% |
| Participant deferral / active EE | $1,608 | $2,917-44.9% | $5,680-71.7% | $4,289-62.5% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |