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 ... | $3,308 |
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 | $31,552 | $50,982-38.1% | $154,803-79.6% | $85,563-63.1% |
| Participation rate | 95.6% | 59.8%+35.8pp | 78.1%+17.5pp | 66.0%+29.6pp |
| Annual return | 10.77% | 30.35%-19.6pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $854 | $1,708-50.0% | $4,305-80.2% | $2,654-67.8% |
| Participant deferral / active EE | $3,763 | $2,474+52.1% | $5,540-32.1% | $4,375-14.0% |
| Admin fee / account holder | $8 | $846-99.1% | $14,329-99.9% | $834-99.1% |