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; Recordkeeping and ... | $2,588 |
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 | $21,837 | $49,915-56.3% | $154,803-85.9% | $74,304-70.6% |
| Participation rate | 80.4% | 54.0%+26.4pp | 78.1%+2.3pp | 60.3%+20.0pp |
| Annual return | 11.84% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $686 | $1,611-57.4% | $4,305-84.1% | $2,241-69.4% |
| Participant deferral / active EE | $1,122 | $2,255-50.3% | $5,540-79.8% | $3,767-70.2% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |