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; Recordke... | $1,533 |
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 | $26,108 | $80,717-67.7% | $154,803-83.1% | $84,808-69.2% |
| Participation rate | 98.9% | 66.8%+32.1pp | 78.1%+20.8pp | 68.3%+30.6pp |
| Annual return | 11.49% | 37.96%-26.5pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,529 | $2,761-44.6% | $4,305-64.5% | $2,631-41.9% |
| Participant deferral / active EE | $2,345 | $3,303-29.0% | $5,540-57.7% | $4,212-44.3% |
| Admin fee / account holder | $9 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |