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... | $1,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,844 | $47,126-38.8% | $149,673-80.7% | $74,419-61.2% |
| Participation rate | 75.9% | 63.4%+12.5pp | 78.8%-2.8pp | 70.7%+5.2pp |
| Annual return | 22.67% | 22.75%-0.1pp | 134.42%-111.7pp | 34.38%-11.7pp |
| Employer contribution / active EE | $2,502 | $1,905+31.3% | $4,818-48.1% | $2,637-5.1% |
| Participant deferral / active EE | $4,832 | $2,728+77.1% | $5,680-14.9% | $4,528+6.7% |
| Admin fee / account holder | $3 | $343-99.1% | $13,210-100.0% | $348-99.1% |