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; Account ... | $3,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,352 | $62,624-10.0% | $177,989-68.3% | $77,643-27.4% |
| Participation rate | 85.4% | 66.8%+18.6pp | 77.1%+8.3pp | 70.6%+14.8pp |
| Annual return | 14.05% | 16.16%-2.1pp | 294.48%-280.4pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,392 | $1,909+25.3% | $3,949-39.4% | $2,726-12.3% |
| Participant deferral / active EE | $4,649 | $4,219+10.2% | $6,276-25.9% | $4,6470% |
| Admin fee / account holder | $9 | $386-97.7% | $10,363-99.9% | $430-98.0% |