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 | Claims processing; Recordkeeping and ... | $1,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,877 | $61,272-74.1% | $149,673-89.4% | $71,457-77.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.79% | 35.85%-22.1pp | 134.42%-120.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,123 | $2,378-10.7% | $4,818-55.9% | $2,588-17.9% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |