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; Recordke... | $1,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,027 | $49,915-67.9% | $154,803-89.6% | $74,304-78.4% |
| Participation rate | 35.9% | 54.0%-18.0pp | 78.1%-42.1pp | 60.3%-24.4pp |
| Annual return | 9.45% | 34.06%-24.6pp | 58.88%-49.4pp | 29.43%-20.0pp |
| Employer contribution / active EE | $229 | $1,611-85.8% | $4,305-94.7% | $2,241-89.8% |
| Participant deferral / active EE | $748 | $2,255-66.8% | $5,540-86.5% | $3,767-80.1% |
| Admin fee / account holder | $10 | $2,189-99.5% | $14,329-99.9% | $2,969-99.7% |