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; Recordkeepi... | $261 |
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 | $17,627 | $47,722-63.1% | $82,719-78.7% | $64,808-72.8% |
| Participation rate | 55.1% | 67.6%-12.6pp | 72.6%-17.5pp | 71.5%-16.4pp |
| Annual return | -10.94% | -13.05%+2.1pp | 701.18%-712.1pp | 32.82%-43.8pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,537 | $3,329-53.8% | $4,395-65.0% | $4,310-64.3% |
| Admin fee / account holder | $3 | $143-98.1% | $5,329-99.9% | $188-98.6% |