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 | Recordkeeping and information managem... | $484 |
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 | $26,374 | $61,272-57.0% | $149,673-82.4% | $71,457-63.1% |
| Participation rate | 63.8% | 62.5%+1.3pp | 78.8%-15.0pp | 67.9%-4.1pp |
| Annual return | 13.67% | 35.85%-22.2pp | 134.42%-120.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $458 | $2,378-80.7% | $4,818-90.5% | $2,588-82.3% |
| Participant deferral / active EE | $914 | $2,917-68.7% | $5,680-83.9% | $4,289-78.7% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |