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 ... | $14,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,566 | $56,485+12.5% | $185,823-65.8% | $86,799-26.8% |
| Participation rate | 85.0% | 65.5%+19.6pp | 81.7%+3.3pp | 72.3%+12.8pp |
| Annual return | 15.12% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $761 | $1,843-58.7% | $5,167-85.3% | $2,405-68.4% |
| Participant deferral / active EE | $3,270 | $2,553+28.1% | $5,568-41.3% | $4,131-20.8% |
| Admin fee / account holder | $12 | $150-91.8% | $16,237-99.9% | $170-92.7% |