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... | $1,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,104 | $55,415-43.9% | $155,509-80.0% | $74,495-58.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.70% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $666 | $2,267-70.6% | $4,672-85.7% | $2,623-74.6% |
| Participant deferral / active EE | $1,869 | $2,836-34.1% | $5,626-66.8% | $4,346-57.0% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |