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 26 24 W. 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $21,767 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,885 |
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 | $48,477 | $44,960+7.8% | $84,966-42.9% | $74,495-34.9% |
| Participation rate | 93.6% | 49.4%+44.2pp | 67.5%+26.1pp | 67.2%+26.4pp |
| Annual return | 10.82% | 26.24%-15.4pp | 66.38%-55.6pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,098 | $1,457-24.7% | $2,727-59.8% | $2,623-58.2% |
| Participant deferral / active EE | $2,801 | $2,731+2.6% | $4,519-38.0% | $4,346-35.5% |
| Admin fee / account holder | $237 | $2,209-89.3% | $6,149-96.1% | $1,942-87.8% |