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 ... | $2,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,453 | $61,156-38.8% | $185,823-79.8% | $79,386-52.8% |
| Participation rate | 92.7% | 66.6%+26.0pp | 81.7%+11.0pp | 70.7%+21.9pp |
| Annual return | 15.58% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,290 | $2,321-44.4% | $5,167-75.0% | $2,427-46.9% |
| Participant deferral / active EE | $3,107 | $2,789+11.4% | $5,568-44.2% | $4,046-23.2% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |