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 | Participant loan processing; Claims p... | $3,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,545 | $47,126+47.6% | $149,673-53.5% | $74,419-6.5% |
| Participation rate | 93.1% | 63.4%+29.7pp | 78.8%+14.4pp | 70.7%+22.4pp |
| Annual return | 16.79% | 22.75%-6.0pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,263 | $1,905+71.2% | $4,818-32.3% | $2,637+23.7% |
| Participant deferral / active EE | $4,781 | $2,728+75.3% | $5,680-15.8% | $4,528+5.6% |
| Admin fee / account holder | $6 | $343-98.2% | $13,210-100.0% | $348-98.2% |