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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.
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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... | $1,600 |
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 | $37,795 | $80,717-53.2% | $154,803-75.6% | $84,808-55.4% |
| Participation rate | 41.8% | 66.8%-25.0pp | 78.1%-36.3pp | 68.3%-26.5pp |
| Annual return | 10.33% | 37.96%-27.6pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $596 | $2,761-78.4% | $4,305-86.1% | $2,631-77.3% |
| Participant deferral / active EE | $2,365 | $3,303-28.4% | $5,540-57.3% | $4,212-43.9% |
| Admin fee / account holder | $12 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |