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... | $4,988 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,890 | $46,292-80.8% | $143,757-93.8% | $64,808-86.3% |
| Participation rate | 64.3% | 64.2%+0.1pp | 80.3%-16.0pp | 71.5%-7.2pp |
| Annual return | -13.16% | -10.05%-3.1pp | -0.04%-13.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $705 | $1,910-63.1% | $4,951-85.8% | $2,506-71.9% |
| Participant deferral / active EE | $757 | $2,646-71.4% | $5,637-86.6% | $4,310-82.4% |
| Admin fee / account holder | $6 | $154-96.3% | $14,673-100.0% | $188-97.0% |