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 7-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... | $1,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,194 | $46,292+133.7% | $143,757-24.7% | $64,808+66.9% |
| Participation rate | 76.6% | 64.2%+12.4pp | 80.3%-3.7pp | 71.5%+5.1pp |
| Annual return | -13.98% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $5,873 | $1,910+207.5% | $4,951+18.6% | $2,506+134.4% |
| Participant deferral / active EE | $4,398 | $2,646+66.2% | $5,637-22.0% | $4,310+2.0% |
| Admin fee / account holder | $4 | $154-97.2% | $14,673-100.0% | $188-97.7% |