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 ... | $1,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,926 | $58,879-32.2% | $178,490-77.6% | $73,488-45.7% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.5pp |
| Annual return | 16.05% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,231 | $2,236-0.2% | $5,011-55.5% | $2,270-1.7% |
| Participant deferral / active EE | $1,365 | $2,567-46.8% | $5,202-73.8% | $3,740-63.5% |
| Admin fee / account holder | $13 | $400-96.7% | $13,984-99.9% | $513-97.4% |