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 | Participant loan processing; Recordke... | $1,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,031 | $50,982-31.3% | $154,803-77.4% | $85,563-59.1% |
| Participation rate | 25.3% | 59.8%-34.5pp | 78.1%-52.8pp | 66.0%-40.7pp |
| Annual return | 13.66% | 30.35%-16.7pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $549 | $1,708-67.8% | $4,305-87.2% | $2,654-79.3% |
| Participant deferral / active EE | $1,122 | $2,474-54.6% | $5,540-79.7% | $4,375-74.3% |
| Admin fee / account holder | $9 | $846-99.0% | $14,329-99.9% | $834-99.0% |