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 4-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... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,220 | $51,197-48.8% | $82,719-68.3% | $66,914-60.8% |
| Participation rate | 56.2% | 67.8%-11.7pp | 72.6%-16.4pp | 69.8%-13.6pp |
| Annual return | -16.67% | -9.64%-7.0pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $825 | $2,611-68.4% | $3,009-72.6% | $2,544-67.6% |
| Participant deferral / active EE | $1,513 | $3,458-56.2% | $4,395-65.6% | $4,237-64.3% |
| Admin fee / account holder | $8 | $416-98.0% | $5,329-99.8% | $593-98.6% |