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... | $1,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,868 | $44,960+117.7% | $84,966+15.2% | $74,495+31.4% |
| Participation rate | 83.3% | 49.4%+34.0pp | 67.5%+15.8pp | 67.2%+16.1pp |
| Annual return | 18.69% | 26.24%-7.6pp | 66.38%-47.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $2,406 | $1,457+65.1% | $2,727-11.8% | $2,623-8.3% |
| Participant deferral / active EE | $5,837 | $2,731+113.7% | $4,519+29.1% | $4,346+34.3% |
| Admin fee / account holder | $7 | $2,209-99.7% | $6,149-99.9% | $1,942-99.6% |