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 9-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 | Recordkeeping and information managem... | $12,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,276 | $53,136-61.8% | $155,509-87.0% | $199,593-89.8% |
| Participation rate | 65.7% | 64.1%+1.7pp | 78.2%-12.4pp | 72.0%-6.2pp |
| Annual return | 9.61% | 41.15%-31.5pp | 64.67%-55.1pp | 34.25%-24.6pp |
| Employer contribution / active EE | $478 | $1,851-74.2% | $4,672-89.8% | $3,034-84.2% |
| Participant deferral / active EE | $1,091 | $3,161-65.5% | $5,626-80.6% | $5,087-78.6% |
| Admin fee / account holder | $11 | $185-94.3% | $15,912-99.9% | $269-96.0% |