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... | $4,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,685 | $60,323+5.6% | $81,812-22.2% | $74,495-14.5% |
| Participation rate | 91.7% | 62.9%+28.8pp | 72.3%+19.3pp | 67.2%+24.5pp |
| Annual return | 17.26% | 16.90%+0.4pp | 773.79%-756.5pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,507 | $2,620+33.8% | $2,912+20.4% | $2,623+33.7% |
| Participant deferral / active EE | $1,957 | $3,387-42.2% | $4,319-54.7% | $4,346-55.0% |
| Admin fee / account holder | $13 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |