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... | $2,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,796 | $56,317-80.8% | $71,209-84.8% | $74,304-85.5% |
| Participation rate | 79.3% | 55.1%+24.2pp | 73.8%+5.5pp | 60.3%+18.9pp |
| Annual return | 17.77% | 42.83%-25.1pp | 282.51%-264.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $882 | $2,160-59.1% | $2,721-67.6% | $2,241-60.6% |
| Participant deferral / active EE | $1,997 | $2,788-28.4% | $4,175-52.2% | $3,767-47.0% |
| Admin fee / account holder | $10 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |