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 ... | $2,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,182 | $61,272-9.9% | $149,673-63.1% | $71,457-22.8% |
| Participation rate | 97.6% | 62.5%+35.1pp | 78.8%+18.8pp | 67.9%+29.6pp |
| Annual return | 14.42% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,003 | $2,378-57.8% | $4,818-79.2% | $2,588-61.2% |
| Participant deferral / active EE | $3,152 | $2,917+8.1% | $5,680-44.5% | $4,289-26.5% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |