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... | $1,447 |
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 | $31,957 | $95,416-66.5% | $185,823-82.8% | $85,850-62.8% |
| Participation rate | 97.9% | 68.8%+29.2pp | 81.7%+16.2pp | 69.3%+28.6pp |
| Annual return | 10.39% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,548 | $3,314-53.3% | $5,167-70.1% | $2,565-39.7% |
| Participant deferral / active EE | $2,392 | $3,423-30.1% | $5,568-57.0% | $3,952-39.5% |
| Admin fee / account holder | $18 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |