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... | $6,828 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,552 | $46,292-70.7% | $143,757-90.6% | $64,808-79.1% |
| Participation rate | 87.4% | 64.2%+23.1pp | 80.3%+7.0pp | 71.5%+15.9pp |
| Annual return | -13.67% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $588 | $1,910-69.2% | $4,951-88.1% | $2,506-76.5% |
| Participant deferral / active EE | $1,900 | $2,646-28.2% | $5,637-66.3% | $4,310-55.9% |
| Admin fee / account holder | $11 | $154-92.7% | $14,673-99.9% | $188-94.0% |