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; Participant... | $823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,936 | $65,061-61.7% | $143,757-82.7% | $66,914-62.7% |
| Participation rate | 63.9% | 65.2%-1.3pp | 80.3%-16.4pp | 69.8%-5.9pp |
| Annual return | -14.52% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $924 | $2,361-60.8% | $4,951-81.3% | $2,544-63.7% |
| Participant deferral / active EE | $1,398 | $2,919-52.1% | $5,637-75.2% | $4,237-67.0% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |