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; Recordke... | $1,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,393 | $61,156-24.1% | $185,823-75.0% | $79,386-41.6% |
| Participation rate | 98.1% | 66.6%+31.5pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 16.64% | 19.45%-2.8pp | 122.05%-105.4pp | 116.85%-100.2pp |
| Employer contribution / active EE | $2,398 | $2,321+3.3% | $5,167-53.6% | $2,427-1.2% |
| Participant deferral / active EE | $1,864 | $2,789-33.2% | $5,568-66.5% | $4,046-53.9% |
| Admin fee / account holder | $11 | $710-98.4% | $16,237-99.9% | $626-98.2% |