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 | Participant loan processing; Claims p... | $1,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,677 | $95,416-60.5% | $185,823-79.7% | $85,850-56.1% |
| Participation rate | 93.6% | 68.8%+24.9pp | 81.7%+11.9pp | 69.3%+24.3pp |
| Annual return | 19.42% | 23.59%-4.2pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $546 | $3,314-83.5% | $5,167-89.4% | $2,565-78.7% |
| Participant deferral / active EE | $2,498 | $3,423-27.0% | $5,568-55.1% | $3,952-36.8% |
| Admin fee / account holder | $8 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |