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 | Claims processing; Recordkeeping and ... | $960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,231 | $46,292-56.3% | $143,757-85.9% | $64,808-68.8% |
| Participation rate | 75.8% | 64.2%+11.6pp | 80.3%-4.5pp | 71.5%+4.4pp |
| Annual return | -15.49% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,682 | $1,910-11.9% | $4,951-66.0% | $2,506-32.9% |
| Participant deferral / active EE | $3,668 | $2,646+38.7% | $5,637-34.9% | $4,310-14.9% |
| Admin fee / account holder | $68 | $154-55.9% | $14,673-99.5% | $188-63.9% |