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 9-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 | Claims processing; Recordkeeping and ... | $746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,995 | $56,317-29.0% | $71,209-43.8% | $74,304-46.2% |
| Participation rate | 24.8% | 55.1%-30.4pp | 73.8%-49.0pp | 60.3%-35.6pp |
| Annual return | 12.73% | 42.83%-30.1pp | 282.51%-269.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $278 | $2,160-87.1% | $2,721-89.8% | $2,241-87.6% |
| Participant deferral / active EE | $1,631 | $2,788-41.5% | $4,175-60.9% | $3,767-56.7% |
| Admin fee / account holder | $4 | $2,290-99.8% | $5,349-99.9% | $2,969-99.8% |