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... | $857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,109 | $61,156-86.7% | $185,823-95.6% | $79,386-89.8% |
| Participation rate | 67.1% | 66.6%+0.4pp | 81.7%-14.6pp | 70.7%-3.7pp |
| Annual return | 21.67% | 19.45%+2.2pp | 122.05%-100.4pp | 116.85%-95.2pp |
| Employer contribution / active EE | $50 | $2,321-97.8% | $5,167-99.0% | $2,427-97.9% |
| Participant deferral / active EE | $1,517 | $2,789-45.6% | $5,568-72.8% | $4,046-62.5% |
| Admin fee / account holder | $4 | $710-99.5% | $16,237-100.0% | $626-99.4% |