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 AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $20,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,109 | $47,126-61.6% | $149,673-87.9% | $74,419-75.7% |
| Participation rate | 79.9% | 63.4%+16.5pp | 78.8%+1.1pp | 70.7%+9.1pp |
| Annual return | 17.50% | 22.75%-5.3pp | 134.42%-116.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,117 | $1,905-41.4% | $4,818-76.8% | $2,637-57.6% |
| Participant deferral / active EE | $1,540 | $2,728-43.5% | $5,680-72.9% | $4,528-66.0% |
| Admin fee / account holder | $86 | $343-74.9% | $13,210-99.3% | $348-75.3% |