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; Account maintenanc... | $1,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,574 | $65,061-62.2% | $143,757-82.9% | $66,914-63.3% |
| Participation rate | 89.8% | 65.2%+24.6pp | 80.3%+9.5pp | 69.8%+20.0pp |
| Annual return | -13.17% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,369 | $2,361-42.0% | $4,951-72.3% | $2,544-46.2% |
| Participant deferral / active EE | $1,714 | $2,919-41.3% | $5,637-69.6% | $4,237-59.5% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.7% |