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; Claims proc... | $2,124 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,877 | $52,953-58.7% | $172,739-87.3% | $65,185-66.4% |
| Participation rate | 97.3% | 66.2%+31.2pp | 82.6%+14.7pp | 70.2%+27.1pp |
| Annual return | 19.38% | 30.12%-10.7pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,034 | $2,190-52.8% | $5,143-79.9% | $2,177-52.5% |
| Participant deferral / active EE | $1,296 | $2,471-47.6% | $5,198-75.1% | $3,514-63.1% |
| Admin fee / account holder | $13 | $472-97.3% | $13,954-99.9% | $847-98.5% |