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 8-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; Claims p... | $2,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,771 | $55,415-86.0% | $155,509-95.0% | $74,495-89.6% |
| Participation rate | 60.0% | 61.9%-1.9pp | 78.2%-18.2pp | 67.2%-7.2pp |
| Annual return | 12.47% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $607 | $2,267-73.2% | $4,672-87.0% | $2,623-76.9% |
| Participant deferral / active EE | $763 | $2,836-73.1% | $5,626-86.4% | $4,346-82.4% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |