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; Recordke... | $1,074 |
Annual investment return 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 | $22,884 | $47,126-51.4% | $149,673-84.7% | $74,419-69.3% |
| Participation rate | 77.1% | 63.4%+13.7pp | 78.8%-1.7pp | 70.7%+6.3pp |
| Annual return | -4.34% | 22.75%-27.1pp | 134.42%-138.8pp | 34.38%-38.7pp |
| Employer contribution / active EE | $771 | $1,905-59.5% | $4,818-84.0% | $2,637-70.8% |
| Participant deferral / active EE | $1,396 | $2,728-48.8% | $5,680-75.4% | $4,528-69.2% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-98.9% |