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; Participant loan p... | $1,957 |
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 | $42,677 | $49,915-14.5% | $154,803-72.4% | $74,304-42.6% |
| Participation rate | 98.2% | 54.0%+44.3pp | 78.1%+20.2pp | 60.3%+37.9pp |
| Annual return | 11.66% | 34.06%-22.4pp | 58.88%-47.2pp | 29.43%-17.8pp |
| Employer contribution / active EE | $2,255 | $1,611+40.0% | $4,305-47.6% | $2,241+0.6% |
| Participant deferral / active EE | $3,186 | $2,255+41.3% | $5,540-42.5% | $3,767-15.4% |
| Admin fee / account holder | $8 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |