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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
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 | $17,455 | $57,610-69.7% | $154,803-88.7% | $102,872-83.0% |
| Participation rate | 81.5% | 59.5%+22.0pp | 78.1%+3.4pp | 73.0%+8.4pp |
| Annual return | 13.07% | 30.49%-17.4pp | 58.88%-45.8pp | 19.06%-6.0pp |
| Employer contribution / active EE | $540 | $1,883-71.3% | $4,305-87.4% | $3,526-84.7% |
| Participant deferral / active EE | $857 | $2,914-70.6% | $5,540-84.5% | $5,535-84.5% |
| Admin fee / account holder | $11 | $368-97.1% | $14,329-99.9% | $292-96.4% |