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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $15,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,342 | $84,487-54.6% | $125,339-69.4% | $66,914-42.7% |
| Participation rate | 92.8% | 76.4%+16.4pp | 82.4%+10.4pp | 69.8%+23.0pp |
| Annual return | -10.60% | -8.39%-2.2pp | 572.05%-582.7pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,786 | $3,553-21.6% | $4,814-42.1% | $2,544+9.5% |
| Participant deferral / active EE | $4,920 | $6,781-27.4% | $7,446-33.9% | $4,237+16.1% |
| Admin fee / account holder | $104 | $685-84.8% | $10,010-99.0% | $593-82.5% |