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 | Recordkeeping and information managem... | $1,392 |
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 | $26,006 | $49,915-47.9% | $154,803-83.2% | $74,304-65.0% |
| Participation rate | 87.4% | 54.0%+33.5pp | 78.1%+9.3pp | 60.3%+27.1pp |
| Annual return | 9.86% | 34.06%-24.2pp | 58.88%-49.0pp | 29.43%-19.6pp |
| Employer contribution / active EE | $524 | $1,611-67.5% | $4,305-87.8% | $2,241-76.6% |
| Participant deferral / active EE | $1,743 | $2,255-22.7% | $5,540-68.5% | $3,767-53.7% |
| Admin fee / account holder | $6 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |