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 | Account maintenance fees; Participant... | $655 |
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 | $54,113 | $60,323-10.3% | $81,812-33.9% | $74,495-27.4% |
| Participation rate | 69.5% | 62.9%+6.6pp | 72.3%-2.9pp | 67.2%+2.3pp |
| Annual return | 12.19% | 16.90%-4.7pp | 773.79%-761.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $974 | $2,620-62.8% | $2,912-66.5% | $2,623-62.9% |
| Participant deferral / active EE | $2,269 | $3,387-33.0% | $4,319-47.5% | $4,346-47.8% |
| Admin fee / account holder | $6 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |