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... | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,726 | $49,915-32.4% | $154,803-78.2% | $74,304-54.6% |
| Participation rate | 54.3% | 54.0%+0.4pp | 78.1%-23.8pp | 60.3%-6.0pp |
| Annual return | 10.75% | 34.06%-23.3pp | 58.88%-48.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $985 | $1,611-38.9% | $4,305-77.1% | $2,241-56.0% |
| Participant deferral / active EE | $2,388 | $2,255+5.9% | $5,540-56.9% | $3,767-36.6% |
| Admin fee / account holder | $12 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |