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... | $1,801 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,675 | $83,884-83.7% | $64,056-78.7% | $74,419-81.6% |
| Participation rate | 93.4% | 76.6%+16.8pp | 72.3%+21.1pp | 70.7%+22.7pp |
| Annual return | 15.73% | 16.57%-0.8pp | 33.69%-18.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $769 | $3,084-75.0% | $2,747-72.0% | $2,637-70.8% |
| Participant deferral / active EE | $2,025 | $3,692-45.1% | $3,880-47.8% | $4,528-55.3% |
| Admin fee / account holder | $5 | $196-97.5% | $3,068-99.8% | $348-98.6% |