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 | Recordkeeping and information managem... | $8,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,227 | $56,485-66.0% | $185,823-89.7% | $86,799-77.8% |
| Participation rate | 89.3% | 65.5%+23.8pp | 81.7%+7.6pp | 72.3%+17.0pp |
| Annual return | 12.41% | 118.04%-105.6pp | 122.05%-109.6pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,444 | $1,843-21.6% | $5,167-72.1% | $2,405-40.0% |
| Participant deferral / active EE | $1,156 | $2,553-54.7% | $5,568-79.2% | $4,131-72.0% |
| Admin fee / account holder | $10 | $150-93.0% | $16,237-99.9% | $170-93.8% |