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... | $4,150 |
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 | $16,445 | $91,762-82.1% | $67,502-75.6% | $77,643-78.8% |
| Participation rate | 93.9% | 75.9%+18.0pp | 72.9%+21.1pp | 70.6%+23.4pp |
| Annual return | 13.62% | 14.87%-1.3pp | 3512.12%-3498.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $748 | $3,181-76.5% | $2,731-72.6% | $2,726-72.6% |
| Participant deferral / active EE | $2,199 | $3,903-43.7% | $4,000-45.0% | $4,647-52.7% |
| Admin fee / account holder | $8 | $176-95.5% | $3,998-99.8% | $430-98.2% |