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... | $1,607 |
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 | $51,087 | $50,815+0.5% | $155,509-67.1% | $77,643-34.2% |
| Participation rate | 33.5% | 63.1%-29.6pp | 78.2%-44.7pp | 70.6%-37.1pp |
| Annual return | 14.79% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $487 | $1,993-75.6% | $4,672-89.6% | $2,726-82.1% |
| Participant deferral / active EE | $1,453 | $2,822-48.5% | $5,626-74.2% | $4,647-68.7% |
| Admin fee / account holder | $7 | $437-98.5% | $15,912-100.0% | $430-98.5% |