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 | Account maintenance fees; Claims proc... | $5,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,580 | $50,815-26.0% | $155,509-75.8% | $77,643-51.6% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.7pp |
| Annual return | 16.35% | 34.80%-18.5pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,840 | $1,993+92.7% | $4,672-17.8% | $2,726+40.9% |
| Participant deferral / active EE | $4,535 | $2,822+60.7% | $5,626-19.4% | $4,647-2.4% |
| Admin fee / account holder | $9 | $437-97.9% | $15,912-99.9% | $430-97.8% |