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 | Participant loan processing; Claims p... | $2,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,638 | $61,272+64.2% | $149,673-32.8% | $71,457+40.8% |
| Participation rate | 92.7% | 62.5%+30.2pp | 78.8%+13.9pp | 67.9%+24.7pp |
| Annual return | 17.44% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,614 | $2,378-32.1% | $4,818-66.5% | $2,588-37.6% |
| Participant deferral / active EE | $3,822 | $2,917+31.0% | $5,680-32.7% | $4,289-10.9% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |