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... | $16,581 |
TIAA10+ years Service code 12 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,057 | $50,815-36.9% | $155,509-79.4% | $77,643-58.7% |
| Participation rate | 69.8% | 63.1%+6.7pp | 78.2%-8.3pp | 70.6%-0.7pp |
| Annual return | 11.60% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.6pp |
| Employer contribution / active EE | $491 | $1,993-75.3% | $4,672-89.5% | $2,726-82.0% |
| Participant deferral / active EE | $1,320 | $2,822-53.2% | $5,626-76.5% | $4,647-71.6% |
| Admin fee / account holder | $10 | $437-97.8% | $15,912-99.9% | $430-97.8% |