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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $1,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,199 | $46,292-56.4% | $143,757-85.9% | $64,808-68.8% |
| Participation rate | 51.1% | 64.2%-13.1pp | 80.3%-29.2pp | 71.5%-20.4pp |
| Annual return | -17.42% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $907 | $1,910-52.5% | $4,951-81.7% | $2,506-63.8% |
| Participant deferral / active EE | $1,377 | $2,646-48.0% | $5,637-75.6% | $4,310-68.1% |
| Admin fee / account holder | $190 | $154+23.8% | $14,673-98.7% | $188+1.4% |