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; Claims p... | $524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,917 | $41,078+84.8% | $80,569-5.8% | $71,457+6.2% |
| Participation rate | 96.1% | 50.2%+45.9pp | 67.0%+29.1pp | 67.9%+28.2pp |
| Annual return | 21.82% | 38.45%-16.6pp | 935.43%-913.6pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,007 | $1,506+99.7% | $2,723+10.4% | $2,588+16.2% |
| Participant deferral / active EE | $7,496 | $2,699+177.7% | $4,447+68.6% | $4,289+74.8% |
| Admin fee / account holder | $4 | $1,840-99.8% | $5,377-99.9% | $1,587-99.8% |