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 AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,969 | $60,323+84.0% | $81,812+35.6% | $74,495+49.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.81% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,267 | $2,620+24.7% | $2,912+12.2% | $2,623+24.5% |
| Participant deferral / active EE | $1,440 | $3,387-57.5% | $4,319-66.7% | $4,346-66.9% |
| Admin fee / account holder | $5,814 | $1,486+291.3% | $7,386-21.3% | $1,942+199.4% |