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... | $1,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,465 | $60,323-39.6% | $81,812-55.4% | $74,495-51.0% |
| Participation rate | 47.8% | 62.9%-15.1pp | 72.3%-24.6pp | 67.2%-19.4pp |
| Annual return | 13.90% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,789 | $3,387-47.2% | $4,319-58.6% | $4,346-58.8% |
| Admin fee / account holder | $6 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |