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 | Recordkeeping and information managem... | $4,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,777 | $61,156-72.6% | $185,823-91.0% | $79,386-78.9% |
| Participation rate | 98.4% | 66.6%+31.7pp | 81.7%+16.7pp | 70.7%+27.6pp |
| Annual return | 14.26% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $693 | $2,321-70.1% | $5,167-86.6% | $2,427-71.4% |
| Participant deferral / active EE | $963 | $2,789-65.5% | $5,568-82.7% | $4,046-76.2% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |