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... | $4,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,591 | $60,323-64.2% | $81,812-73.6% | $74,495-71.0% |
| Participation rate | 80.4% | 62.9%+17.5pp | 72.3%+8.0pp | 67.2%+13.2pp |
| Annual return | 13.61% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $607 | $2,620-76.8% | $2,912-79.1% | $2,623-76.8% |
| Participant deferral / active EE | $1,096 | $3,387-67.7% | $4,319-74.6% | $4,346-74.8% |
| Admin fee / account holder | $13 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |