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 | Account maintenance fees; Claims proc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,095 | $65,061-58.4% | $143,757-81.2% | $66,914-59.5% |
| Participation rate | 54.1% | 65.2%-11.1pp | 80.3%-26.2pp | 69.8%-15.7pp |
| Annual return | -13.74% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $521 | $2,361-77.9% | $4,951-89.5% | $2,544-79.5% |
| Participant deferral / active EE | $1,578 | $2,919-45.9% | $5,637-72.0% | $4,237-62.8% |
| Admin fee / account holder | $8 | $502-98.5% | $14,673-99.9% | $593-98.7% |