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... | $1,026 |
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 | $72,658 | $91,407-20.5% | $135,903-46.5% | $71,457+1.7% |
| Participation rate | 94.9% | 75.7%+19.3pp | 81.9%+13.0pp | 67.9%+27.0pp |
| Annual return | 16.00% | 29.90%-13.9pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,996 | $3,703-46.1% | $4,856-58.9% | $2,588-22.9% |
| Participant deferral / active EE | $4,275 | $7,092-39.7% | $7,758-44.9% | $4,289-0.3% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |