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 5-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; Recordke... | $3,257 |
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 | $14,161 | $56,317-74.9% | $71,209-80.1% | $74,304-80.9% |
| Participation rate | 96.8% | 55.1%+41.6pp | 73.8%+23.0pp | 60.3%+36.4pp |
| Annual return | 11.58% | 42.83%-31.2pp | 282.51%-270.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,915 | $2,160-11.3% | $2,721-29.6% | $2,241-14.6% |
| Participant deferral / active EE | $2,690 | $2,788-3.5% | $4,175-35.6% | $3,767-28.6% |
| Admin fee / account holder | $13 | $2,290-99.4% | $5,349-99.8% | $2,969-99.6% |