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 ... | $3,560 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,056 | $93,131-70.9% | $106,548-74.6% | $86,799-68.8% |
| Participation rate | 95.8% | 81.4%+14.4pp | 76.1%+19.7pp | 72.3%+23.5pp |
| Annual return | 13.77% | 19.45%-5.7pp | 26.80%-13.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,665 | $2,895-42.5% | $2,819-40.9% | $2,405-30.8% |
| Participant deferral / active EE | $2,034 | $4,708-56.8% | $4,398-53.7% | $4,131-50.8% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |