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... | $26,281 |
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 | $9,841 | $56,095-82.5% | $178,490-94.5% | $90,288-89.1% |
| Participation rate | 85.4% | 65.6%+19.8pp | 81.9%+3.5pp | 73.4%+12.0pp |
| Annual return | 16.26% | 28.81%-12.6pp | 151.07%-134.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $882 | $1,572-43.9% | $5,011-82.4% | $2,524-65.1% |
| Participant deferral / active EE | $421 | $2,669-84.2% | $5,202-91.9% | $4,232-90.0% |
| Admin fee / account holder | $18 | $101-82.3% | $13,984-99.9% | $114-84.4% |