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; Account maintenanc... | $2,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,613 | $65,908-62.7% | $81,812-69.9% | $77,643-68.3% |
| Participation rate | 44.6% | 65.8%-21.2pp | 72.3%-27.8pp | 70.6%-26.0pp |
| Annual return | 12.74% | 26.64%-13.9pp | 773.79%-761.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,628 | $3,505-53.5% | $4,319-62.3% | $4,647-65.0% |
| Admin fee / account holder | $4 | $526-99.2% | $7,386-99.9% | $430-99.0% |