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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,619 |
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 | $40,015 | $46,292-13.6% | $143,757-72.2% | $64,808-38.3% |
| Participation rate | 63.8% | 64.2%-0.5pp | 80.3%-16.5pp | 71.5%-7.7pp |
| Annual return | -16.09% | -10.05%-6.0pp | -0.04%-16.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,583 | $1,910-17.1% | $4,951-68.0% | $2,506-36.8% |
| Participant deferral / active EE | $3,000 | $2,646+13.4% | $5,637-46.8% | $4,310-30.4% |
| Admin fee / account holder | $4 | $154-97.5% | $14,673-100.0% | $188-97.9% |