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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,729 |
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 | $51,460 | $55,415-7.1% | $155,509-66.9% | $74,495-30.9% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 26.96% | 268.50%-241.5pp | 64.67%-37.7pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $2,028 | $2,267-10.5% | $4,672-56.6% | $2,623-22.7% |
| Participant deferral / active EE | $4,341 | $2,836+53.1% | $5,626-22.8% | $4,346-0.1% |
| Admin fee / account holder | $32 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |