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 | Claims processing; Account maintenanc... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,797 | $65,061-80.3% | $143,757-91.1% | $66,914-80.9% |
| Participation rate | 88.1% | 65.2%+23.0pp | 80.3%+7.8pp | 69.8%+18.3pp |
| Annual return | -2.95% | -11.14%+8.2pp | -0.04%-2.9pp | 1.58%-4.5pp |
| Employer contribution / active EE | $807 | $2,361-65.8% | $4,951-83.7% | $2,544-68.3% |
| Participant deferral / active EE | $1,858 | $2,919-36.3% | $5,637-67.0% | $4,237-56.1% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |