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 3-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 27 8 W. 24TH STREET 6TH FLOOR · NEW YORK, NY 10010 | Advisory (Plan) | $16,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,179 | $49,808-51.5% | $95,745-74.7% | $74,419-67.5% |
| Participation rate | 95.8% | 66.6%+29.2pp | 72.3%+23.5pp | 70.7%+25.1pp |
| Annual return | 120.50% | 24.91%+95.6pp | 28.35%+92.2pp | 34.38%+86.1pp |
| Employer contribution / active EE | $4,801 | $1,639+192.9% | $2,835+69.4% | $2,637+82.0% |
| Participant deferral / active EE | $9,270 | $3,739+147.9% | $4,245+118.4% | $4,528+104.7% |
| Admin fee / account holder | $36 | $311-88.4% | $5,678-99.4% | $348-89.6% |