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 ... | $2,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,169 | $56,317+28.1% | $71,209+1.3% | $74,304-2.9% |
| Participation rate | 73.9% | 55.1%+18.8pp | 73.8%+0.2pp | 60.3%+13.6pp |
| Annual return | 14.37% | 42.83%-28.5pp | 282.51%-268.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,534 | $2,160-29.0% | $2,721-43.6% | $2,241-31.5% |
| Participant deferral / active EE | $2,744 | $2,788-1.6% | $4,175-34.3% | $3,767-27.2% |
| Admin fee / account holder | $8 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |