Filed August 12, 2025
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; Account maintenanc... | $1,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,123 | $60,323+92.5% | $81,812+41.9% | $74,495+55.9% |
| Participation rate | 94.5% | 62.9%+31.6pp | 72.3%+22.2pp | 67.2%+27.3pp |
| Annual return | 15.29% | 16.90%-1.6pp | 773.79%-758.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,807 | $2,620+83.5% | $2,912+65.1% | $2,623+83.3% |
| Participant deferral / active EE | $7,569 | $3,387+123.4% | $4,319+75.3% | $4,346+74.2% |
| Admin fee / account holder | $9 | $1,486-99.4% | $7,386-99.9% | $1,942-99.5% |