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 | Claims processing; Recordkeeping and ... | $1,700 |
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 | $23,414 | $61,272-61.8% | $149,673-84.4% | $71,457-67.2% |
| Participation rate | 60.4% | 62.5%-2.1pp | 78.8%-18.4pp | 67.9%-7.6pp |
| Annual return | 16.27% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $872 | $2,378-63.3% | $4,818-81.9% | $2,588-66.3% |
| Participant deferral / active EE | $1,241 | $2,917-57.5% | $5,680-78.2% | $4,289-71.1% |
| Admin fee / account holder | $10 | $1,261-99.2% | $13,210-99.9% | $1,587-99.4% |