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... | $1,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,654 | $47,126-58.3% | $149,673-86.9% | $74,419-73.6% |
| Participation rate | 86.7% | 63.4%+23.3pp | 78.8%+8.0pp | 70.7%+16.0pp |
| Annual return | 20.01% | 22.75%-2.7pp | 134.42%-114.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $675 | $1,905-64.6% | $4,818-86.0% | $2,637-74.4% |
| Participant deferral / active EE | $1,152 | $2,728-57.8% | $5,680-79.7% | $4,528-74.6% |
| Admin fee / account holder | $6 | $343-98.3% | $13,210-100.0% | $348-98.3% |