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 8-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... | $2,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,565 | $55,415-75.5% | $155,509-91.3% | $74,495-81.8% |
| Participation rate | 62.5% | 61.9%+0.6pp | 78.2%-15.7pp | 67.2%-4.7pp |
| Annual return | 11.11% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $452 | $2,267-80.1% | $4,672-90.3% | $2,623-82.8% |
| Participant deferral / active EE | $1,042 | $2,836-63.2% | $5,626-81.5% | $4,346-76.0% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.4% |