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... | $1,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,652 | $61,156+7.4% | $185,823-64.7% | $79,386-17.3% |
| Participation rate | 98.6% | 66.6%+32.0pp | 81.7%+16.9pp | 70.7%+27.9pp |
| Annual return | 14.14% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,428 | $2,321+4.6% | $5,167-53.0% | $2,4270% |
| Participant deferral / active EE | $1,817 | $2,789-34.8% | $5,568-67.4% | $4,046-55.1% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.4% |