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... | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,311 | $63,745-10.1% | $98,442-41.8% | $79,386-27.8% |
| Participation rate | 97.6% | 69.9%+27.7pp | 73.3%+24.2pp | 70.7%+26.9pp |
| Annual return | 13.35% | 625.80%-612.5pp | 1492.73%-1479.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,180 | $2,557-53.8% | $2,960-60.1% | $2,427-51.4% |
| Participant deferral / active EE | $1,537 | $3,303-53.5% | $4,276-64.1% | $4,046-62.0% |
| Admin fee / account holder | $7 | $516-98.5% | $5,949-99.9% | $626-98.8% |