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 ... | $222 |
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 | $18,186 | $46,292-60.7% | $143,757-87.3% | $64,808-71.9% |
| Participation rate | 81.8% | 64.2%+17.5pp | 80.3%+1.5pp | 71.5%+10.3pp |
| Annual return | -9.58% | -10.05%+0.5pp | -0.04%-9.5pp | 32.82%-42.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,124 | $2,646-19.7% | $5,637-62.3% | $4,310-50.7% |
| Admin fee / account holder | $3 | $154-97.8% | $14,673-100.0% | $188-98.2% |