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 | Claims processing; Recordkeeping and ... | $266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $45,451 | $65,409-30.5% | $98,442-53.8% | $85,850-47.1% |
| Participation rate | 63.5% | 65.0%-1.5pp | 73.3%-9.8pp | 69.3%-5.8pp |
| Annual return | 25.34% | 21.76%+3.6pp | 1492.73%-1467.4pp | 318.53%-293.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,594 | $3,166+45.1% | $4,276+7.4% | $3,952+16.3% |
| Admin fee / account holder | $3 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |