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... | $6,528 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,171 | $46,292-73.7% | $143,757-91.5% | $64,808-81.2% |
| Participation rate | 86.2% | 64.2%+22.0pp | 80.3%+5.9pp | 71.5%+14.7pp |
| Annual return | -10.99% | -10.05%-0.9pp | -0.04%-11.0pp | 32.82%-43.8pp |
| Employer contribution / active EE | $397 | $1,910-79.2% | $4,951-92.0% | $2,506-84.2% |
| Participant deferral / active EE | $663 | $2,646-74.9% | $5,637-88.2% | $4,310-84.6% |
| Admin fee / account holder | $6 | $154-95.8% | $14,673-100.0% | $188-96.6% |