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 | Participant loan processing; Recordke... | $3,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,706 | $51,197-40.0% | $82,719-62.9% | $66,914-54.1% |
| Participation rate | 98.9% | 67.8%+31.1pp | 72.6%+26.4pp | 69.8%+29.1pp |
| Annual return | -14.67% | -9.64%-5.0pp | 701.18%-715.8pp | 1.58%-16.3pp |
| Employer contribution / active EE | $655 | $2,611-74.9% | $3,009-78.2% | $2,544-74.3% |
| Participant deferral / active EE | $2,120 | $3,458-38.7% | $4,395-51.8% | $4,237-50.0% |
| Admin fee / account holder | $7 | $416-98.3% | $5,329-99.9% | $593-98.8% |