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... | $3,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,209 | $55,415-68.9% | $155,509-88.9% | $74,495-76.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.78% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,078 | $2,267-8.3% | $4,672-55.5% | $2,623-20.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.4% |