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 7-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... | $886 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,364 | $95,416-75.5% | $185,823-87.4% | $85,850-72.8% |
| Participation rate | 80.6% | 68.8%+11.9pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 19.63% | 23.59%-4.0pp | 122.05%-102.4pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,284 | $3,314-61.3% | $5,167-75.2% | $2,565-49.9% |
| Participant deferral / active EE | $1,770 | $3,423-48.3% | $5,568-68.2% | $3,952-55.2% |
| Admin fee / account holder | $9 | $7,213-99.9% | $16,237-99.9% | $6,260-99.9% |