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; Claims p... | $1,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,280 | $50,982+39.8% | $154,803-54.0% | $85,563-16.7% |
| Participation rate | 43.7% | 59.8%-16.1pp | 78.1%-34.4pp | 66.0%-22.3pp |
| Annual return | 16.32% | 30.35%-14.0pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,175 | $1,708-31.2% | $4,305-72.7% | $2,654-55.7% |
| Participant deferral / active EE | $1,915 | $2,474-22.6% | $5,540-65.4% | $4,375-56.2% |
| Admin fee / account holder | $6 | $846-99.3% | $14,329-100.0% | $834-99.3% |