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... | $1,937 |
Annual investment return 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 | $32,966 | $49,915-34.0% | $154,803-78.7% | $74,304-55.6% |
| Participation rate | 81.6% | 54.0%+27.6pp | 78.1%+3.5pp | 60.3%+21.3pp |
| Annual return | 11.04% | 34.06%-23.0pp | 58.88%-47.8pp | 29.43%-18.4pp |
| Employer contribution / active EE | $552 | $1,611-65.7% | $4,305-87.2% | $2,241-75.4% |
| Participant deferral / active EE | $3,249 | $2,255+44.1% | $5,540-41.4% | $3,767-13.8% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |