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; Participant loan p... | $7,281 |
Participant 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 | $27,572 | $101,317-72.8% | $146,958-81.2% | $74,495-63.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 18.83% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $9,787 | $3,810+156.9% | $4,933+98.4% | $2,623+273.1% |
| Participant deferral / active EE | $1,624 | $7,303-77.8% | $8,070-79.9% | $4,346-62.6% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |