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 ... | $1,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,020 | $69,362-45.2% | $101,248-62.4% | $73,488-48.3% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 14.48% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,700 | $2,628+2.7% | $3,660-26.2% | $2,270+18.9% |
| Participant deferral / active EE | $2,937 | $3,300-11.0% | $4,370-32.8% | $3,740-21.5% |
| Admin fee / account holder | $9 | $704-98.7% | $5,945-99.8% | $513-98.2% |