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 | Recordkeeping and information managem... | $1,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,491 | $56,317-40.5% | $71,209-53.0% | $74,304-54.9% |
| Participation rate | 96.2% | 55.1%+41.1pp | 73.8%+22.4pp | 60.3%+35.8pp |
| Annual return | 14.80% | 42.83%-28.0pp | 282.51%-267.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,520 | $2,160-29.6% | $2,721-44.1% | $2,241-32.2% |
| Participant deferral / active EE | $3,067 | $2,788+10.0% | $4,175-26.5% | $3,767-18.6% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |