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; Participant loan p... | $2,432 |
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 | $50,135 | $49,915+0.4% | $154,803-67.6% | $74,304-32.5% |
| Participation rate | 80.4% | 54.0%+26.5pp | 78.1%+2.3pp | 60.3%+20.1pp |
| Annual return | 11.27% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,729 | $1,611+7.3% | $4,305-59.8% | $2,241-22.8% |
| Participant deferral / active EE | $2,154 | $2,255-4.5% | $5,540-61.1% | $3,767-42.8% |
| Admin fee / account holder | $11 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |