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 | Recordkeeping and information managem... | $2,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,779 | $55,415-51.7% | $155,509-82.8% | $74,495-64.1% |
| Participation rate | 72.9% | 61.9%+11.0pp | 78.2%-5.3pp | 67.2%+5.7pp |
| Annual return | 14.08% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $782 | $2,267-65.5% | $4,672-83.3% | $2,623-70.2% |
| Participant deferral / active EE | $2,773 | $2,836-2.2% | $5,626-50.7% | $4,346-36.2% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |