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; Recordkeeping and ... | $2,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,965 | $58,879-55.9% | $178,490-85.5% | $73,488-64.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.44% | 24.86%-4.4pp | 151.07%-130.6pp | 28.51%-8.1pp |
| Employer contribution / active EE | $4,184 | $2,236+87.1% | $5,011-16.5% | $2,270+84.3% |
| Participant deferral / active EE | $2,757 | $2,567+7.4% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.3% |