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.
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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... | $8,775 |
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 | $8,570 | $45,000-81.0% | $143,757-94.0% | $77,904-89.0% |
| Participation rate | 53.6% | 66.8%-13.2pp | 80.3%-26.7pp | 73.7%-20.1pp |
| Annual return | -13.97% | 29.03%-43.0pp | -0.04%-13.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $323 | $1,870-82.7% | $4,951-93.5% | $2,848-88.7% |
| Participant deferral / active EE | $539 | $3,157-82.9% | $5,637-90.4% | $4,806-88.8% |
| Admin fee / account holder | $8 | $98-92.2% | $14,673-99.9% | $133-94.2% |