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 | Account maintenance fees; Claims proc... | $928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,993 | $65,061-64.7% | $143,757-84.0% | $66,914-65.6% |
| Participation rate | 94.1% | 65.2%+28.9pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -12.02% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $674 | $2,361-71.5% | $4,951-86.4% | $2,544-73.5% |
| Participant deferral / active EE | $2,118 | $2,919-27.5% | $5,637-62.4% | $4,237-50.0% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |