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; Account ... | $4,944 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,785 | $55,415+94.5% | $155,509-30.7% | $74,495+44.7% |
| Participation rate | 86.0% | 61.9%+24.1pp | 78.2%+7.8pp | 67.2%+18.8pp |
| Annual return | 14.94% | 268.50%-253.6pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,533 | $2,267-32.4% | $4,672-67.2% | $2,623-41.6% |
| Participant deferral / active EE | $3,387 | $2,836+19.4% | $5,626-39.8% | $4,346-22.1% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |