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; Recordke... | $1,600 |
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 | $28,602 | $55,415-48.4% | $155,509-81.6% | $74,495-61.6% |
| Participation rate | 63.3% | 61.9%+1.4pp | 78.2%-14.9pp | 67.2%-3.9pp |
| Annual return | 13.66% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $786 | $2,267-65.3% | $4,672-83.2% | $2,623-70.0% |
| Participant deferral / active EE | $1,538 | $2,836-45.8% | $5,626-72.7% | $4,346-64.6% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |