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; Account maintenanc... | $2,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,842 | $52,953-64.4% | $172,739-89.1% | $65,185-71.1% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 21.45% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,840 | $2,190+75.4% | $5,143-25.3% | $2,177+76.4% |
| Participant deferral / active EE | $2,144 | $2,471-13.2% | $5,198-58.7% | $3,514-39.0% |
| Admin fee / account holder | $13 | $472-97.2% | $13,954-99.9% | $847-98.5% |