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 | Recordkeeping and information managem... | $5,363 |
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 | $14,095 | $47,126-70.1% | $149,673-90.6% | $74,419-81.1% |
| Participation rate | 91.6% | 63.4%+28.2pp | 78.8%+12.8pp | 70.7%+20.9pp |
| Annual return | 13.00% | 22.75%-9.8pp | 134.42%-121.4pp | 34.38%-21.4pp |
| Employer contribution / active EE | $1,528 | $1,905-19.8% | $4,818-68.3% | $2,637-42.1% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $12 | $343-96.6% | $13,210-99.9% | $348-96.6% |