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 ... | $5,172 |
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 | $22,082 | $50,982-56.7% | $154,803-85.7% | $85,563-74.2% |
| Participation rate | 93.7% | 59.8%+33.9pp | 78.1%+15.6pp | 66.0%+27.7pp |
| Annual return | 6.42% | 30.35%-23.9pp | 58.88%-52.5pp | 31.51%-25.1pp |
| Employer contribution / active EE | $2,088 | $1,708+22.2% | $4,305-51.5% | $2,654-21.3% |
| Participant deferral / active EE | $2,781 | $2,474+12.4% | $5,540-49.8% | $4,375-36.4% |
| Admin fee / account holder | $8 | $846-99.1% | $14,329-99.9% | $834-99.1% |