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 | Participant loan processing; Claims p... | $1,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,815 | $65,061-55.7% | $143,757-80.0% | $66,914-56.9% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -15.30% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $455 | $2,361-80.7% | $4,951-90.8% | $2,544-82.1% |
| Participant deferral / active EE | $2,138 | $2,919-26.7% | $5,637-62.1% | $4,237-49.5% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |