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... | $857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,658 | $81,248-27.8% | $155,509-62.3% | $80,856-27.5% |
| Participation rate | 52.7% | 66.2%-13.5pp | 78.2%-25.5pp | 67.6%-14.9pp |
| Annual return | 13.64% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,047 | $3,100-34.0% | $4,672-56.2% | $2,755-25.7% |
| Participant deferral / active EE | $3,882 | $3,452+12.5% | $5,626-31.0% | $4,296-9.6% |
| Admin fee / account holder | $6 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |