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 | Account maintenance fees; Claims proc... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,805 | $46,292-63.7% | $143,757-88.3% | $64,808-74.1% |
| Participation rate | 78.3% | 64.2%+14.1pp | 80.3%-2.0pp | 71.5%+6.9pp |
| Annual return | -15.96% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $552 | $1,910-71.1% | $4,951-88.9% | $2,506-78.0% |
| Participant deferral / active EE | $1,045 | $2,646-60.5% | $5,637-81.5% | $4,310-75.8% |
| Admin fee / account holder | $5 | $154-96.4% | $14,673-100.0% | $188-97.1% |