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 15 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,835 |
Annual investment return 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 | $60,621 | $49,915+21.4% | $154,803-60.8% | $74,304-18.4% |
| Participation rate | 95.3% | 54.0%+41.4pp | 78.1%+17.3pp | 60.3%+35.0pp |
| Annual return | 9.91% | 34.06%-24.1pp | 58.88%-49.0pp | 29.43%-19.5pp |
| Employer contribution / active EE | $5,129 | $1,611+218.3% | $4,305+19.1% | $2,241+128.9% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |