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 | Claims processing; Recordkeeping and ... | $5,128 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,223 | $56,485-81.9% | $185,823-94.5% | $86,799-88.2% |
| Participation rate | 81.3% | 65.5%+15.8pp | 81.7%-0.4pp | 72.3%+9.0pp |
| Annual return | 12.51% | 118.04%-105.5pp | 122.05%-109.5pp | 97.91%-85.4pp |
| Employer contribution / active EE | $396 | $1,843-78.5% | $5,167-92.3% | $2,405-83.5% |
| Participant deferral / active EE | $736 | $2,553-71.2% | $5,568-86.8% | $4,131-82.2% |
| Admin fee / account holder | $9 | $150-94.3% | $16,237-99.9% | $170-94.9% |