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 | Claims processing; Participant loan p... | $1,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,219 | $56,317-1.9% | $71,209-22.5% | $74,304-25.7% |
| Participation rate | 95.4% | 55.1%+40.3pp | 73.8%+21.7pp | 60.3%+35.1pp |
| Annual return | 14.98% | 42.83%-27.8pp | 282.51%-267.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,104 | $2,160-2.6% | $2,721-22.7% | $2,241-6.1% |
| Participant deferral / active EE | $2,829 | $2,788+1.5% | $4,175-32.2% | $3,767-24.9% |
| Admin fee / account holder | $11 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |