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 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $46,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,186 | $93,182+65.5% | $146,665+5.1% | $79,386+94.2% |
| Participation rate | 93.3% | 76.4%+16.9pp | 80.1%+13.3pp | 70.7%+22.6pp |
| Annual return | 24.39% | 21.61%+2.8pp | 22.74%+1.6pp | 116.85%-92.5pp |
| Employer contribution / active EE | $5,743 | $2,420+137.4% | $4,136+38.8% | $2,427+136.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |