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 | Claims processing; Account maintenanc... | $20,594 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,009 | $55,331-71.1% | $81,812-80.4% | $199,593-92.0% |
| Participation rate | 94.3% | 62.5%+31.8pp | 72.3%+21.9pp | 72.0%+22.3pp |
| Annual return | 15.73% | 19.59%-3.9pp | 773.79%-758.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,029 | $2,101-3.4% | $2,912-30.3% | $3,034-33.1% |
| Participant deferral / active EE | $2,211 | $3,283-32.6% | $4,319-48.8% | $5,087-56.5% |
| Admin fee / account holder | $11 | $346-96.9% | $7,386-99.9% | $269-96.0% |