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 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $8,863 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,118 | $57,976-22.2% | $62,995-28.4% | $62,292-27.6% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 13.21% | 17.54%-4.3pp | 87.57%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,333 | $2,415-3.4% | $2,759-15.4% | $2,042+14.2% |
| Participant deferral / active EE | $3,190 | $2,956+7.9% | $3,329-4.2% | $3,169+0.7% |
| Admin fee / account holder | $26 | $276-90.7% | $3,600-99.3% | $479-94.6% |