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... | $2,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,132 | $49,915-29.6% | $154,803-77.3% | $74,304-52.7% |
| Participation rate | 81.5% | 54.0%+27.5pp | 78.1%+3.4pp | 60.3%+21.2pp |
| Annual return | 12.26% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,205 | $1,611+36.8% | $4,305-48.8% | $2,241-1.6% |
| Participant deferral / active EE | $2,814 | $2,255+24.8% | $5,540-49.2% | $3,767-25.3% |
| Admin fee / account holder | $10 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |