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 | Recordkeeping and information managem... | $4,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,423 | $55,415-61.3% | $155,509-86.2% | $74,495-71.2% |
| Participation rate | 73.2% | 61.9%+11.3pp | 78.2%-5.0pp | 67.2%+6.0pp |
| Annual return | 15.54% | 268.50%-253.0pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $952 | $2,267-58.0% | $4,672-79.6% | $2,623-63.7% |
| Participant deferral / active EE | $916 | $2,836-67.7% | $5,626-83.7% | $4,346-78.9% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |