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... | $5,429 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,413 | $60,323-41.3% | $81,812-56.7% | $74,495-52.5% |
| Participation rate | 75.6% | 62.9%+12.8pp | 72.3%+3.3pp | 67.2%+8.4pp |
| Annual return | 21.54% | 16.90%+4.6pp | 773.79%-752.3pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $2,245 | $2,620-14.3% | $2,912-22.9% | $2,623-14.4% |
| Participant deferral / active EE | $641 | $3,387-81.1% | $4,319-85.2% | $4,346-85.3% |
| Admin fee / account holder | $15 | $1,486-99.0% | $7,386-99.8% | $1,942-99.2% |