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 | Participant loan processing; Claims p... | $2,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,872 | $52,208-50.4% | $86,612-70.1% | $74,419-65.2% |
| Participation rate | 88.0% | 66.3%+21.7pp | 71.7%+16.4pp | 70.7%+17.3pp |
| Annual return | 19.95% | 44.46%-24.5pp | 591.07%-571.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,559 | $2,282+12.1% | $3,022-15.3% | $2,637-3.0% |
| Participant deferral / active EE | $3,584 | $3,383+5.9% | $4,438-19.2% | $4,528-20.9% |
| Admin fee / account holder | $3 | $319-99.0% | $5,614-99.9% | $348-99.1% |