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 6-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 | Participant loan processing; Account ... | $896 |
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 | $5,315 | $58,208-90.9% | $81,812-93.5% | $80,856-93.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.77% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $365 | $2,340-84.4% | $2,912-87.5% | $2,755-86.7% |
| Participant deferral / active EE | $1,129 | $3,281-65.6% | $4,319-73.8% | $4,296-73.7% |
| Admin fee / account holder | $9 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |