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 | Account maintenance fees; Recordkeepi... | $6,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,133 | $46,292-2.5% | $143,757-68.6% | $64,808-30.4% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -10.90% | -10.05%-0.8pp | -0.04%-10.9pp | 32.82%-43.7pp |
| Employer contribution / active EE | $805 | $1,910-57.8% | $4,951-83.7% | $2,506-67.9% |
| Participant deferral / active EE | $2,517 | $2,646-4.8% | $5,637-55.3% | $4,310-41.6% |
| Admin fee / account holder | $13 | $154-91.7% | $14,673-99.9% | $188-93.2% |