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 | Participant loan processing; Claims p... | $1,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,980 | $47,126-38.5% | $149,673-80.6% | $74,419-61.1% |
| Participation rate | 88.4% | 63.4%+25.0pp | 78.8%+9.6pp | 70.7%+17.7pp |
| Annual return | 16.05% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,291 | $1,905-32.3% | $4,818-73.2% | $2,637-51.1% |
| Participant deferral / active EE | $3,128 | $2,728+14.7% | $5,680-44.9% | $4,528-30.9% |
| Admin fee / account holder | $3 | $343-99.1% | $13,210-100.0% | $348-99.1% |