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 | Recordkeeping and information managem... | $5,497 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,171 | $56,485-73.1% | $185,823-91.8% | $86,799-82.5% |
| Participation rate | 91.4% | 65.5%+26.0pp | 81.7%+9.7pp | 72.3%+19.2pp |
| Annual return | 18.46% | 118.04%-99.6pp | 122.05%-103.6pp | 97.91%-79.4pp |
| Employer contribution / active EE | $649 | $1,843-64.8% | $5,167-87.4% | $2,405-73.0% |
| Participant deferral / active EE | $1,406 | $2,553-44.9% | $5,568-74.7% | $4,131-66.0% |
| Admin fee / account holder | $7 | $150-95.3% | $16,237-100.0% | $170-95.8% |