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; Account maintenanc... | $3,525 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,653 | $52,953-53.4% | $172,739-85.7% | $65,185-62.2% |
| Participation rate | 93.3% | 66.2%+27.1pp | 82.6%+10.7pp | 70.2%+23.1pp |
| Annual return | 26.40% | 30.12%-3.7pp | 802.84%-776.4pp | 29.38%-3.0pp |
| Employer contribution / active EE | $491 | $2,190-77.6% | $5,143-90.4% | $2,177-77.4% |
| Participant deferral / active EE | $1,562 | $2,471-36.8% | $5,198-70.0% | $3,514-55.6% |
| Admin fee / account holder | $10 | $472-97.8% | $13,954-99.9% | $847-98.8% |