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... | $17,154 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,856 | $62,928-85.9% | $172,739-94.9% | $67,579-86.9% |
| Participation rate | 87.4% | 64.5%+22.9pp | 82.6%+4.8pp | 71.3%+16.1pp |
| Annual return | 18.03% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $409 | $1,636-75.0% | $5,143-92.1% | $2,148-81.0% |
| Participant deferral / active EE | $684 | $2,145-68.1% | $5,198-86.8% | $3,539-80.7% |
| Admin fee / account holder | $7 | $167-95.5% | $13,954-99.9% | $142-94.8% |