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 | Participant loan processing; Claims p... | $6,124 |
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 | $31,190 | $50,982-38.8% | $154,803-79.9% | $85,563-63.5% |
| Participation rate | 41.1% | 59.8%-18.7pp | 78.1%-37.0pp | 66.0%-24.9pp |
| Annual return | 14.36% | 30.35%-16.0pp | 58.88%-44.5pp | 31.51%-17.2pp |
| Employer contribution / active EE | $522 | $1,708-69.4% | $4,305-87.9% | $2,654-80.3% |
| Participant deferral / active EE | $893 | $2,474-63.9% | $5,540-83.9% | $4,375-79.6% |
| Admin fee / account holder | $11 | $846-98.7% | $14,329-99.9% | $834-98.7% |