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... | $2,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,610 | $60,323-49.3% | $81,812-62.6% | $74,495-58.9% |
| Participation rate | 77.2% | 62.9%+14.4pp | 72.3%+4.9pp | 67.2%+10.0pp |
| Annual return | 16.75% | 16.90%-0.2pp | 773.79%-757.0pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $804 | $2,620-69.3% | $2,912-72.4% | $2,623-69.4% |
| Participant deferral / active EE | $2,035 | $3,387-39.9% | $4,319-52.9% | $4,346-53.2% |
| Admin fee / account holder | $7 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |