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... | $3,737 |
Participant contribution per participant 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 | $23,244 | $60,323-61.5% | $81,812-71.6% | $74,495-68.8% |
| Participation rate | 98.0% | 62.9%+35.2pp | 72.3%+25.7pp | 67.2%+30.8pp |
| Annual return | 12.98% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,469 | $2,620-43.9% | $2,912-49.6% | $2,623-44.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $12 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |