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 | Participant loan processing; Recordke... | $6,632 |
Participant contribution per participant 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 | $26,322 | $56,485-53.4% | $185,823-85.8% | $86,799-69.7% |
| Participation rate | 87.5% | 65.5%+22.0pp | 81.7%+5.8pp | 72.3%+15.2pp |
| Annual return | 21.61% | 118.04%-96.4pp | 122.05%-100.4pp | 97.91%-76.3pp |
| Employer contribution / active EE | $1,847 | $1,843+0.2% | $5,167-64.2% | $2,405-23.2% |
| Participant deferral / active EE | $813 | $2,553-68.2% | $5,568-85.4% | $4,131-80.3% |
| Admin fee / account holder | $9 | $150-93.9% | $16,237-99.9% | $170-94.6% |