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 | Account maintenance fees; Claims proc... | $2,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,784 | $50,815-13.8% | $155,509-71.8% | $77,643-43.6% |
| Participation rate | 66.6% | 63.1%+3.5pp | 78.2%-11.6pp | 70.6%-4.0pp |
| Annual return | 17.26% | 34.80%-17.5pp | 64.67%-47.4pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,279 | $1,993-35.8% | $4,672-72.6% | $2,726-53.1% |
| Participant deferral / active EE | $2,671 | $2,822-5.3% | $5,626-52.5% | $4,647-42.5% |
| Admin fee / account holder | $10 | $437-97.7% | $15,912-99.9% | $430-97.6% |