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... | $2,453 |
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 | $24,643 | $52,953-53.5% | $172,739-85.7% | $65,185-62.2% |
| Participation rate | 88.4% | 66.2%+22.2pp | 82.6%+5.7pp | 70.2%+18.2pp |
| Annual return | 19.83% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $544 | $2,190-75.2% | $5,143-89.4% | $2,177-75.0% |
| Participant deferral / active EE | $1,371 | $2,471-44.5% | $5,198-73.6% | $3,514-61.0% |
| Admin fee / account holder | $22 | $472-95.4% | $13,954-99.8% | $847-97.4% |