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 ... | $8,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,378 | $56,485-56.8% | $185,823-86.9% | $86,799-71.9% |
| Participation rate | 98.8% | 65.5%+33.3pp | 81.7%+17.1pp | 72.3%+26.5pp |
| Annual return | 12.67% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,444 | $1,843-21.6% | $5,167-72.1% | $2,405-40.0% |
| Participant deferral / active EE | $1,742 | $2,553-31.8% | $5,568-68.7% | $4,131-57.8% |
| Admin fee / account holder | $12 | $150-91.9% | $16,237-99.9% | $170-92.8% |