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; Recordkeepi... | $2,616 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,925 | $79,171-39.5% | $102,423-53.2% | $74,495-35.7% |
| Participation rate | 86.4% | 74.8%+11.6pp | 76.5%+9.9pp | 67.2%+19.2pp |
| Annual return | 16.28% | 54.93%-38.7pp | 29.32%-13.0pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $748 | $2,362-68.3% | $3,023-75.2% | $2,623-71.5% |
| Participant deferral / active EE | $2,253 | $4,415-49.0% | $5,053-55.4% | $4,346-48.2% |
| Admin fee / account holder | $10 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |