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 | Account maintenance fees; Recordkeepi... | $598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,939 | $98,982-21.3% | $162,163-51.9% | $65,185+19.6% |
| Participation rate | 70.3% | 85.8%-15.5pp | 87.6%-17.3pp | 70.2%+0.1pp |
| Annual return | 21.97% | 24.84%-2.9pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,256 | $3,467-63.8% | $5,614-77.6% | $2,177-42.3% |
| Participant deferral / active EE | $2,358 | $5,384-56.2% | $7,298-67.7% | $3,514-32.9% |
| Admin fee / account holder | $2,447 | $596+310.3% | $10,843-77.4% | $847+188.9% |