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 8-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; Participant loan p... | $2,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,594 | $50,982-8.6% | $154,803-69.9% | $85,563-45.5% |
| Participation rate | 28.4% | 59.8%-31.4pp | 78.1%-49.7pp | 66.0%-37.6pp |
| Annual return | 11.94% | 30.35%-18.4pp | 58.88%-46.9pp | 31.51%-19.6pp |
| Employer contribution / active EE | $500 | $1,708-70.7% | $4,305-88.4% | $2,654-81.1% |
| Participant deferral / active EE | $1,106 | $2,474-55.3% | $5,540-80.0% | $4,375-74.7% |
| Admin fee / account holder | $10 | $846-98.8% | $14,329-99.9% | $834-98.8% |