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 ... | $5,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,996 | $50,982-27.4% | $154,803-76.1% | $85,563-56.8% |
| Participation rate | 94.9% | 59.8%+35.1pp | 78.1%+16.9pp | 66.0%+29.0pp |
| Annual return | 12.88% | 30.35%-17.5pp | 58.88%-46.0pp | 31.51%-18.6pp |
| Employer contribution / active EE | $1,566 | $1,708-8.3% | $4,305-63.6% | $2,654-41.0% |
| Participant deferral / active EE | $1,925 | $2,474-22.2% | $5,540-65.3% | $4,375-56.0% |
| Admin fee / account holder | $10 | $846-98.8% | $14,329-99.9% | $834-98.8% |