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 ... | $3,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,896 | $55,415-71.3% | $155,509-89.8% | $74,495-78.7% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.2pp | 67.2%+19.1pp |
| Annual return | 14.10% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $528 | $2,267-76.7% | $4,672-88.7% | $2,623-79.9% |
| Participant deferral / active EE | $1,017 | $2,836-64.1% | $5,626-81.9% | $4,346-76.6% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |