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... | $0 |
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 | $8,609 | $47,722-82.0% | $82,719-89.6% | $64,808-86.7% |
| Participation rate | 87.1% | 67.6%+19.4pp | 72.6%+14.5pp | 71.5%+15.6pp |
| Annual return | -12.17% | -13.05%+0.9pp | 701.18%-713.3pp | 32.82%-45.0pp |
| Employer contribution / active EE | $977 | $2,179-55.1% | $3,009-67.5% | $2,506-61.0% |
| Participant deferral / active EE | $1,606 | $3,329-51.8% | $4,395-63.5% | $4,310-62.7% |
| Admin fee / account holder | $9 | $143-93.8% | $5,329-99.8% | $188-95.3% |