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 | Account maintenance fees; Claims proc... | $2,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,150 | $55,415-4.1% | $155,509-65.8% | $74,495-28.7% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 14.71% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,044 | $2,267+34.3% | $4,672-34.8% | $2,623+16.1% |
| Participant deferral / active EE | $2,637 | $2,836-7.0% | $5,626-53.1% | $4,346-39.3% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |