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... | $6,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,002 | $50,815+53.5% | $155,509-49.8% | $77,643+0.5% |
| Participation rate | 93.8% | 63.1%+30.7pp | 78.2%+15.6pp | 70.6%+23.2pp |
| Annual return | 15.06% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,182 | $1,993+59.7% | $4,672-31.9% | $2,726+16.7% |
| Participant deferral / active EE | $4,640 | $2,822+64.4% | $5,626-17.5% | $4,647-0.1% |
| Admin fee / account holder | $8 | $437-98.1% | $15,912-99.9% | $430-98.1% |