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 8-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 | Claims processing; Account maintenanc... | $2,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,852 | $58,208-67.6% | $81,812-77.0% | $80,856-76.7% |
| Participation rate | 89.2% | 63.4%+25.8pp | 72.3%+16.8pp | 67.6%+21.6pp |
| Annual return | 14.15% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,440 | $2,340-38.5% | $2,912-50.6% | $2,755-47.7% |
| Participant deferral / active EE | $902 | $3,281-72.5% | $4,319-79.1% | $4,296-79.0% |
| Admin fee / account holder | $16 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |