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 | Claims processing; Recordkeeping and ... | $7,295 |
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 | $21,577 | $50,982-57.7% | $154,803-86.1% | $85,563-74.8% |
| Participation rate | 84.6% | 59.8%+24.8pp | 78.1%+6.5pp | 66.0%+18.7pp |
| Annual return | 6.40% | 30.35%-24.0pp | 58.88%-52.5pp | 31.51%-25.1pp |
| Employer contribution / active EE | $1,471 | $1,708-13.9% | $4,305-65.8% | $2,654-44.6% |
| Participant deferral / active EE | $1,557 | $2,474-37.1% | $5,540-71.9% | $4,375-64.4% |
| Admin fee / account holder | $9 | $846-99.0% | $14,329-99.9% | $834-98.9% |