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 | Participant loan processing; Claims p... | $744 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,722 | $58,264-0.9% | $86,612-33.4% | $71,457-19.2% |
| Participation rate | 83.9% | 65.0%+18.9pp | 71.7%+12.2pp | 67.9%+15.9pp |
| Annual return | 11.67% | 21.63%-10.0pp | 591.07%-579.4pp | 28.85%-17.2pp |
| Employer contribution / active EE | $3,674 | $2,574+42.7% | $3,022+21.6% | $2,588+42.0% |
| Participant deferral / active EE | $1,951 | $3,436-43.2% | $4,438-56.0% | $4,289-54.5% |
| Admin fee / account holder | $3 | $1,057-99.8% | $5,614-100.0% | $1,587-99.8% |