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... | $5,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,870 | $65,908-63.8% | $81,812-70.8% | $77,643-69.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 15.49% | 26.64%-11.2pp | 773.79%-758.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,015 | $2,370-15.0% | $2,912-30.8% | $2,726-26.1% |
| Participant deferral / active EE | $2,589 | $3,505-26.1% | $4,319-40.0% | $4,647-44.3% |
| Admin fee / account holder | $10 | $526-98.2% | $7,386-99.9% | $430-97.8% |