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 | Recordkeeping and information managem... | $6,415 |
Participant contribution per participant 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 | $9,627 | $58,290-83.5% | $98,442-90.2% | $86,799-88.9% |
| Participation rate | 98.1% | 68.3%+29.8pp | 73.3%+24.8pp | 72.3%+25.9pp |
| Annual return | 14.33% | 43.48%-29.2pp | 1492.73%-1478.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,370 | $2,008-31.7% | $2,960-53.7% | $2,405-43.0% |
| Participant deferral / active EE | $273 | $3,152-91.3% | $4,276-93.6% | $4,131-93.4% |
| Admin fee / account holder | $10 | $138-92.6% | $5,949-99.8% | $170-94.0% |