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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $7,505 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,867 | $56,317-29.2% | $71,209-44.0% | $74,304-46.3% |
| Participation rate | 49.8% | 55.1%-5.3pp | 73.8%-24.0pp | 60.3%-10.6pp |
| Annual return | 12.80% | 42.83%-30.0pp | 282.51%-269.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $898 | $2,160-58.4% | $2,721-67.0% | $2,241-59.9% |
| Participant deferral / active EE | $1,208 | $2,788-56.7% | $4,175-71.1% | $3,767-67.9% |
| Admin fee / account holder | $90 | $2,290-96.1% | $5,349-98.3% | $2,969-97.0% |