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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $5,471 |
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 | $32,893 | $50,815-35.3% | $155,509-78.8% | $77,643-57.6% |
| Participation rate | 48.2% | 63.1%-14.9pp | 78.2%-30.0pp | 70.6%-22.3pp |
| Annual return | 14.72% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $597 | $1,993-70.0% | $4,672-87.2% | $2,726-78.1% |
| Participant deferral / active EE | $1,419 | $2,822-49.7% | $5,626-74.8% | $4,647-69.5% |
| Admin fee / account holder | $88 | $437-79.8% | $15,912-99.4% | $430-79.5% |