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... | $2,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,594 | $55,415-46.6% | $155,509-81.0% | $74,495-60.3% |
| Participation rate | 79.4% | 61.9%+17.5pp | 78.2%+1.2pp | 67.2%+12.2pp |
| Annual return | 13.86% | 268.50%-254.6pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $883 | $2,267-61.1% | $4,672-81.1% | $2,623-66.3% |
| Participant deferral / active EE | $1,214 | $2,836-57.2% | $5,626-78.4% | $4,346-72.1% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |