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... | $7,830 |
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.
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 | $11,163 | $61,058-81.7% | $71,209-84.3% | $85,563-87.0% |
| Participation rate | 66.0% | 58.6%+7.4pp | 73.8%-7.8pp | 66.0%0pp |
| Annual return | 11.03% | 100.41%-89.4pp | 282.51%-271.5pp | 31.51%-20.5pp |
| Employer contribution / active EE | $507 | $2,199-76.9% | $2,721-81.3% | $2,654-80.9% |
| Participant deferral / active EE | $896 | $3,173-71.8% | $4,175-78.5% | $4,375-79.5% |
| Admin fee / account holder | $15 | $855-98.3% | $5,349-99.7% | $834-98.2% |