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 | Claims processing; Recordkeeping and ... | $3,375 |
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 | $30,196 | $49,915-39.5% | $154,803-80.5% | $74,304-59.4% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 5.25% | 34.06%-28.8pp | 58.88%-53.6pp | 29.43%-24.2pp |
| Employer contribution / active EE | $1,129 | $1,611-29.9% | $4,305-73.8% | $2,241-49.6% |
| Participant deferral / active EE | $2,211 | $2,255-1.9% | $5,540-60.1% | $3,767-41.3% |
| Admin fee / account holder | $12 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |