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 | Participant loan processing; Claims p... | $4,527 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,091 | $61,156-63.9% | $185,823-88.1% | $79,386-72.2% |
| Participation rate | 91.5% | 66.6%+24.9pp | 81.7%+9.8pp | 70.7%+20.8pp |
| Annual return | 11.26% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $2,577 | $2,321+11.1% | $5,167-50.1% | $2,427+6.2% |
| Participant deferral / active EE | $2,098 | $2,789-24.8% | $5,568-62.3% | $4,046-48.1% |
| Admin fee / account holder | $7 | $710-99.1% | $16,237-100.0% | $626-98.9% |