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 | Participant loan processing; Claims p... | $8,352 |
Annual investment return 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 | $34,289 | $61,058-43.8% | $71,209-51.8% | $85,563-59.9% |
| Participation rate | 93.3% | 58.6%+34.7pp | 73.8%+19.5pp | 66.0%+27.3pp |
| Annual return | 8.99% | 100.41%-91.4pp | 282.51%-273.5pp | 31.51%-22.5pp |
| Employer contribution / active EE | $3,895 | $2,199+77.2% | $2,721+43.2% | $2,654+46.8% |
| Participant deferral / active EE | $1,554 | $3,173-51.0% | $4,175-62.8% | $4,375-64.5% |
| Admin fee / account holder | $9 | $855-98.9% | $5,349-99.8% | $834-98.9% |