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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $41,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,546 | $48,750+50.9% | $88,946-17.3% | $74,304-1.0% |
| Participation rate | 94.0% | 44.5%+49.5pp | 68.8%+25.2pp | 60.3%+33.7pp |
| Annual return | 19.98% | 25.91%-5.9pp | 57.82%-37.8pp | 29.43%-9.5pp |
| Employer contribution / active EE | $601 | $1,255-52.1% | $2,555-76.5% | $2,241-73.2% |
| Participant deferral / active EE | $4,372 | $2,423+80.4% | $4,581-4.6% | $3,767+16.0% |
| Admin fee / account holder | $378 | $3,756-89.9% | $8,261-95.4% | $2,969-87.3% |