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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $30,872 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,867 | $55,415-66.0% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 70.5% | 61.9%+8.6pp | 78.2%-7.7pp | 67.2%+3.3pp |
| Annual return | 15.10% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $625 | $2,267-72.4% | $4,672-86.6% | $2,623-76.2% |
| Participant deferral / active EE | $1,266 | $2,836-55.4% | $5,626-77.5% | $4,346-70.9% |
| Admin fee / account holder | $154 | $1,738-91.2% | $15,912-99.0% | $1,942-92.1% |