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 9-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... | $412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,003 | $57,281-21.4% | $86,612-48.0% | $75,163-40.1% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 20.22% | 2670.75%-2650.5pp | 591.07%-570.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,373 | $2,314-40.7% | $3,022-54.6% | $2,670-48.6% |
| Participant deferral / active EE | $3,422 | $3,318+3.1% | $4,438-22.9% | $4,125-17.1% |
| Admin fee / account holder | $4 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |