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 5-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 | Claims processing; Account maintenanc... | $1,589 |
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 | $2,751 | $47,722-94.2% | $82,719-96.7% | $64,808-95.8% |
| Participation rate | 81.1% | 67.6%+13.5pp | 72.6%+8.5pp | 71.5%+9.6pp |
| Annual return | -1.37% | -13.05%+11.7pp | 701.18%-702.5pp | 32.82%-34.2pp |
| Employer contribution / active EE | $390 | $2,179-82.1% | $3,009-87.0% | $2,506-84.4% |
| Participant deferral / active EE | $1,163 | $3,329-65.1% | $4,395-73.5% | $4,310-73.0% |
| Admin fee / account holder | $4 | $143-97.1% | $5,329-99.9% | $188-97.8% |