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 | Recordkeeping and information managem... | $243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,740 | $58,264-9.5% | $86,612-39.1% | $71,457-26.2% |
| Participation rate | 71.3% | 65.0%+6.3pp | 71.7%-0.4pp | 67.9%+3.4pp |
| Annual return | 16.23% | 21.63%-5.4pp | 591.07%-574.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,097 | $2,574-57.4% | $3,022-63.7% | $2,588-57.6% |
| Participant deferral / active EE | $2,430 | $3,436-29.3% | $4,438-45.3% | $4,289-43.4% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,614-99.9% | $1,587-99.7% |