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; Recordkeeping and ... | $3,154 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,741 | $49,915-16.4% | $154,803-73.0% | $74,304-43.8% |
| Participation rate | 95.0% | 54.0%+41.0pp | 78.1%+16.9pp | 60.3%+34.6pp |
| Annual return | 11.18% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.3pp |
| Employer contribution / active EE | $2,175 | $1,611+35.0% | $4,305-49.5% | $2,241-2.9% |
| Participant deferral / active EE | $1,310 | $2,255-41.9% | $5,540-76.4% | $3,767-65.2% |
| Admin fee / account holder | $11 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |