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 | $27,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,377 | $50,815-57.9% | $155,509-86.3% | $77,643-72.5% |
| Participation rate | 78.9% | 63.1%+15.8pp | 78.2%+0.7pp | 70.6%+8.4pp |
| Annual return | 14.20% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,039 | $1,993-47.9% | $4,672-77.8% | $2,726-61.9% |
| Participant deferral / active EE | $1,636 | $2,822-42.0% | $5,626-70.9% | $4,647-64.8% |
| Admin fee / account holder | $95 | $437-78.2% | $15,912-99.4% | $430-77.9% |