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 | Participant loan processing; Recordke... | $9,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,732 | $65,908-59.4% | $81,812-67.3% | $77,643-65.6% |
| Participation rate | 74.3% | 65.8%+8.5pp | 72.3%+1.9pp | 70.6%+3.7pp |
| Annual return | 11.84% | 26.64%-14.8pp | 773.79%-762.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,196 | $2,370-7.4% | $2,912-24.6% | $2,726-19.4% |
| Participant deferral / active EE | $1,933 | $3,505-44.8% | $4,319-55.2% | $4,647-58.4% |
| Admin fee / account holder | $18 | $526-96.6% | $7,386-99.8% | $430-95.9% |