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... | $2,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,842 | $101,317-24.2% | $146,958-47.7% | $74,495+3.2% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 15.32% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,032 | $3,810-46.7% | $4,933-58.8% | $2,623-22.5% |
| Participant deferral / active EE | $4,164 | $7,303-43.0% | $8,070-48.4% | $4,346-4.2% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |