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 | Recordkeeping and information managem... | $1,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,396 | $61,156-9.4% | $185,823-70.2% | $79,386-30.2% |
| Participation rate | 86.9% | 66.6%+20.3pp | 81.7%+5.2pp | 70.7%+16.2pp |
| Annual return | 12.72% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,011 | $2,321-13.3% | $5,167-61.1% | $2,427-17.1% |
| Participant deferral / active EE | $1,502 | $2,789-46.2% | $5,568-73.0% | $4,046-62.9% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |