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... | $1,581 |
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 | $28,800 | $49,915-42.3% | $154,803-81.4% | $74,304-61.2% |
| Participation rate | 58.4% | 54.0%+4.4pp | 78.1%-19.7pp | 60.3%-2.0pp |
| Annual return | 14.84% | 34.06%-19.2pp | 58.88%-44.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,265 | $1,611+40.6% | $4,305-47.4% | $2,241+1.1% |
| Participant deferral / active EE | $1,871 | $2,255-17.0% | $5,540-66.2% | $3,767-50.3% |
| Admin fee / account holder | $12 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |