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 ... | $416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,329 | $66,124-20.9% | $90,404-42.1% | $73,488-28.8% |
| Participation rate | 96.1% | 69.7%+26.4pp | 72.7%+23.4pp | 70.7%+25.4pp |
| Annual return | 13.07% | 17.65%-4.6pp | 1293.02%-1279.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,243 | $2,346-47.0% | $3,262-61.9% | $2,270-45.2% |
| Participant deferral / active EE | $2,266 | $3,039-25.4% | $3,963-42.8% | $3,740-39.4% |
| Admin fee / account holder | $5 | $396-98.7% | $5,611-99.9% | $513-99.0% |