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; Recordkeeping and ... | $802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,290 | $91,190-75.6% | $178,490-87.5% | $79,858-72.1% |
| Participation rate | 87.6% | 69.2%+18.4pp | 81.9%+5.7pp | 69.6%+18.0pp |
| Annual return | 13.29% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,192 | $3,256-63.4% | $5,011-76.2% | $2,471-51.8% |
| Participant deferral / active EE | $1,598 | $3,236-50.6% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $6 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |