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 4-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $14,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,281 | $88,634-39.9% | $101,326-47.4% | $74,304-28.3% |
| Participation rate | 81.2% | 76.9%+4.4pp | 81.5%-0.3pp | 60.3%+20.9pp |
| Annual return | 44.14% | 33.10%+11.0pp | 36.82%+7.3pp | 29.43%+14.7pp |
| Employer contribution / active EE | $4,454 | $2,930+52.0% | $3,665+21.5% | $2,241+98.7% |
| Participant deferral / active EE | $8,203 | $7,322+12.0% | $7,994+2.6% | $3,767+117.7% |
| Admin fee / account holder | $96 | $2,425-96.1% | $11,185-99.1% | $2,969-96.8% |