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 7-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $10,133 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,504 | $58,320-66.6% | $86,436-77.4% | $66,914-70.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 80.3%+13.0pp | 69.8%+23.5pp |
| Annual return | -7.04% | -9.71%+2.7pp | 4394.89%-4401.9pp | 1.58%-8.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $14,564 | $6,899+111.1% | $6,952+109.5% | $4,237+243.7% |
| Admin fee / account holder | $46 | $546-91.5% | $6,731-99.3% | $593-92.2% |