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 9-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; Participant loan p... | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,805 | $56,317+27.5% | $71,209+0.8% | $74,304-3.4% |
| Participation rate | 89.3% | 55.1%+34.2pp | 73.8%+15.6pp | 60.3%+29.0pp |
| Annual return | 13.11% | 42.83%-29.7pp | 282.51%-269.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $5,116 | $2,160+136.8% | $2,721+88.0% | $2,241+128.3% |
| Participant deferral / active EE | $2,030 | $2,788-27.2% | $4,175-51.4% | $3,767-46.1% |
| Admin fee / account holder | $10 | $2,290-99.5% | $5,349-99.8% | $2,969-99.7% |