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... | $813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,881 | $65,061-51.0% | $143,757-77.8% | $66,914-52.4% |
| Participation rate | 81.0% | 65.2%+15.8pp | 80.3%+0.7pp | 69.8%+11.2pp |
| Annual return | -15.81% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,525 | $2,361-35.4% | $4,951-69.2% | $2,544-40.1% |
| Participant deferral / active EE | $2,999 | $2,919+2.7% | $5,637-46.8% | $4,237-29.2% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |