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... | $853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,706 | $55,415-48.2% | $155,509-81.5% | $74,495-61.5% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 18.43% | 268.50%-250.1pp | 64.67%-46.2pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,758 | $2,267+21.7% | $4,672-41.0% | $2,623+5.1% |
| Participant deferral / active EE | $1,809 | $2,836-36.2% | $5,626-67.9% | $4,346-58.4% |
| Admin fee / account holder | $3 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |