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; Claims p... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,348 | $61,272-61.9% | $149,673-84.4% | $71,457-67.3% |
| Participation rate | 35.1% | 62.5%-27.4pp | 78.8%-43.7pp | 67.9%-32.8pp |
| Annual return | 18.72% | 35.85%-17.1pp | 134.42%-115.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $646 | $2,378-72.8% | $4,818-86.6% | $2,588-75.0% |
| Participant deferral / active EE | $1,478 | $2,917-49.3% | $5,680-74.0% | $4,289-65.5% |
| Admin fee / account holder | $51 | $1,261-96.0% | $13,210-99.6% | $1,587-96.8% |