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... | $943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,295 | $58,208-3.3% | $81,812-31.2% | $80,856-30.4% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 20.19% | 41.66%-21.5pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,599 | $2,340-31.7% | $2,912-45.1% | $2,755-42.0% |
| Participant deferral / active EE | $4,046 | $3,281+23.3% | $4,319-6.3% | $4,296-5.8% |
| Admin fee / account holder | $7 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |