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; Recordkeeping and ... | $992 |
Employer contribution per participant 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 | $19,090 | $52,293-63.5% | $178,490-89.3% | $73,409-74.0% |
| Participation rate | 93.6% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | 16.85% | 34.75%-17.9pp | 151.07%-134.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,317 | $2,332-0.7% | $5,202-55.5% | $3,805-39.1% |
| Admin fee / account holder | $2 | $127-98.6% | $13,984-100.0% | $158-98.8% |