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; Account maintenanc... | $256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,118 | $51,197-11.9% | $82,719-45.5% | $66,914-32.6% |
| Participation rate | 85.8% | 67.8%+18.0pp | 72.6%+13.3pp | 69.8%+16.0pp |
| Annual return | -13.06% | -9.64%-3.4pp | 701.18%-714.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,170 | $2,611-55.2% | $3,009-61.1% | $2,544-54.0% |
| Participant deferral / active EE | $2,499 | $3,458-27.7% | $4,395-43.1% | $4,237-41.0% |
| Admin fee / account holder | $4 | $416-98.9% | $5,329-99.9% | $593-99.3% |