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 | Recordkeeping and information managem... | $1,658 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,168 | $99,957-16.8% | $149,696-44.4% | $73,488+13.2% |
| Participation rate | 94.2% | 75.7%+18.5pp | 82.5%+11.7pp | 70.7%+23.5pp |
| Annual return | 12.47% | 53.87%-41.4pp | 276.60%-264.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,753 | $3,191-45.1% | $4,644-62.3% | $2,270-22.8% |
| Participant deferral / active EE | $3,244 | $6,073-46.6% | $6,842-52.6% | $3,740-13.2% |
| Admin fee / account holder | $9 | $551-98.3% | $9,309-99.9% | $513-98.2% |