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; Claims p... | $2,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,831 | $49,915-16.2% | $154,803-73.0% | $74,304-43.7% |
| Participation rate | 86.3% | 54.0%+32.3pp | 78.1%+8.2pp | 60.3%+25.9pp |
| Annual return | 16.69% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,897 | $1,611+17.7% | $4,305-55.9% | $2,241-15.4% |
| Participant deferral / active EE | $3,503 | $2,255+55.4% | $5,540-36.8% | $3,767-7.0% |
| Admin fee / account holder | $13 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |