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... | $19,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,496 | $53,136-70.8% | $155,509-90.0% | $199,593-92.2% |
| Participation rate | 46.7% | 64.1%-17.4pp | 78.2%-31.5pp | 72.0%-25.3pp |
| Annual return | 13.40% | 41.15%-27.7pp | 64.67%-51.3pp | 34.25%-20.8pp |
| Employer contribution / active EE | $268 | $1,851-85.5% | $4,672-94.3% | $3,034-91.2% |
| Participant deferral / active EE | $426 | $3,161-86.5% | $5,626-92.4% | $5,087-91.6% |
| Admin fee / account holder | $14 | $185-92.3% | $15,912-99.9% | $269-94.7% |