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 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,499 | $46,292-19.0% | $143,757-73.9% | $64,808-42.1% |
| Participation rate | 61.1% | 64.2%-3.1pp | 80.3%-19.2pp | 71.5%-10.3pp |
| Annual return | 37.07% | -10.05%+47.1pp | -0.04%+37.1pp | 32.82%+4.3pp |
| Employer contribution / active EE | $1,940 | $1,910+1.6% | $4,951-60.8% | $2,506-22.6% |
| Participant deferral / active EE | $1,270 | $2,646-52.0% | $5,637-77.5% | $4,310-70.5% |
| Admin fee / account holder | $10 | $154-93.8% | $14,673-99.9% | $188-94.9% |