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 AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,738 | $65,061-78.9% | $143,757-90.4% | $66,914-79.5% |
| Participation rate | 86.5% | 65.2%+21.3pp | 80.3%+6.2pp | 69.8%+16.7pp |
| Annual return | -12.46% | -11.14%-1.3pp | -0.04%-12.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,948 | $2,361-17.5% | $4,951-60.7% | $2,544-23.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $502-98.5% | $14,673-99.9% | $593-98.7% |