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... | $10,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,130 | $50,815-28.9% | $155,509-76.8% | $77,643-53.5% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 17.20% | 34.80%-17.6pp | 64.67%-47.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,486 | $1,993-25.4% | $4,672-68.2% | $2,726-45.5% |
| Participant deferral / active EE | $2,569 | $2,822-9.0% | $5,626-54.3% | $4,647-44.7% |
| Admin fee / account holder | $11 | $437-97.5% | $15,912-99.9% | $430-97.5% |