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; Participant loan p... | $491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,642 | $77,899-63.2% | $149,673-80.9% | $75,163-61.9% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 13.63% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $473 | $3,137-84.9% | $4,818-90.2% | $2,670-82.3% |
| Participant deferral / active EE | $1,413 | $3,411-58.6% | $5,680-75.1% | $4,125-65.7% |
| Admin fee / account holder | $5 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |