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 | Account maintenance fees; Participant... | $13,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,958 | $53,136-73.7% | $155,509-91.0% | $199,593-93.0% |
| Participation rate | 65.8% | 64.1%+1.8pp | 78.2%-12.3pp | 72.0%-6.1pp |
| Annual return | 12.76% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $734 | $1,851-60.3% | $4,672-84.3% | $3,034-75.8% |
| Participant deferral / active EE | $797 | $3,161-74.8% | $5,626-85.8% | $5,087-84.3% |
| Admin fee / account holder | $12 | $185-93.6% | $15,912-99.9% | $269-95.6% |