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; Participant loan p... | $1,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,111 | $48,750+121.8% | $88,946+21.5% | $74,304+45.5% |
| Participation rate | 71.4% | 44.5%+26.9pp | 68.8%+2.6pp | 60.3%+11.1pp |
| Annual return | 16.48% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,137 | $1,255+70.3% | $2,555-16.4% | $2,241-4.7% |
| Participant deferral / active EE | $5,102 | $2,423+110.5% | $4,581+11.4% | $3,767+35.4% |
| Admin fee / account holder | $8 | $3,756-99.8% | $8,261-99.9% | $2,969-99.7% |