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... | $1,634 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,999 | $50,982-88.2% | $154,803-96.1% | $85,563-93.0% |
| Participation rate | 90.9% | 59.8%+31.1pp | 78.1%+12.8pp | 66.0%+24.9pp |
| Annual return | 21.61% | 30.35%-8.7pp | 58.88%-37.3pp | 31.51%-9.9pp |
| Employer contribution / active EE | $658 | $1,708-61.5% | $4,305-84.7% | $2,654-75.2% |
| Participant deferral / active EE | $744 | $2,474-69.9% | $5,540-86.6% | $4,375-83.0% |
| Admin fee / account holder | $5 | $846-99.4% | $14,329-100.0% | $834-99.4% |