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 | Claims processing; Recordkeeping and ... | $5,043 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,322 | $96,018-83.0% | $65,493-75.1% | $85,563-80.9% |
| Participation rate | 87.7% | 74.8%+12.9pp | 73.1%+14.6pp | 66.0%+21.8pp |
| Annual return | 15.56% | 14.51%+1.0pp | 982.45%-966.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $989 | $3,235-69.4% | $2,574-61.6% | $2,654-62.7% |
| Participant deferral / active EE | $2,249 | $4,055-44.5% | $3,961-43.2% | $4,375-48.6% |
| Admin fee / account holder | $10 | $271-96.4% | $5,028-99.8% | $834-98.8% |