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 | Recordkeeping and information managem... | $1,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,539 | $49,915-20.8% | $154,803-74.5% | $74,304-46.8% |
| Participation rate | 89.4% | 54.0%+35.5pp | 78.1%+11.4pp | 60.3%+29.1pp |
| Annual return | 13.47% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $2,155 | $1,611+33.7% | $4,305-49.9% | $2,241-3.8% |
| Participant deferral / active EE | $1,788 | $2,255-20.7% | $5,540-67.7% | $3,767-52.5% |
| Admin fee / account holder | $10 | $2,189-99.5% | $14,329-99.9% | $2,969-99.7% |