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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $16,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,882 | $50,815-66.8% | $155,509-89.1% | $77,643-78.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.85% | 34.80%-19.0pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $724 | $1,993-63.7% | $4,672-84.5% | $2,726-73.4% |
| Participant deferral / active EE | $1,745 | $2,822-38.2% | $5,626-69.0% | $4,647-62.4% |
| Admin fee / account holder | $80 | $437-81.7% | $15,912-99.5% | $430-81.4% |