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... | $7,935 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,319 | $50,982-75.8% | $154,803-92.0% | $85,563-85.6% |
| Participation rate | 91.0% | 59.8%+31.2pp | 78.1%+12.9pp | 66.0%+25.0pp |
| Annual return | 11.47% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.0pp |
| Employer contribution / active EE | $1,484 | $1,708-13.1% | $4,305-65.5% | $2,654-44.1% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $16 | $846-98.1% | $14,329-99.9% | $834-98.1% |