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... | $2,010 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,667 | $65,061-69.8% | $143,757-86.3% | $66,914-70.6% |
| Participation rate | 91.7% | 65.2%+26.5pp | 80.3%+11.4pp | 69.8%+21.9pp |
| Annual return | -11.95% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,055 | $2,361-55.3% | $4,951-78.7% | $2,544-58.5% |
| Participant deferral / active EE | $1,625 | $2,919-44.3% | $5,637-71.2% | $4,237-61.6% |
| Admin fee / account holder | $9 | $502-98.1% | $14,673-99.9% | $593-98.4% |