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; Recordke... | $16,405 |
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 | $27,778 | $50,127-44.6% | $149,673-81.4% | $80,160-65.3% |
| Participation rate | 75.1% | 64.3%+10.8pp | 78.8%-3.6pp | 72.9%+2.2pp |
| Annual return | 13.77% | 29.82%-16.0pp | 134.42%-120.6pp | 40.38%-26.6pp |
| Employer contribution / active EE | $2,253 | $1,865+20.8% | $4,818-53.2% | $2,978-24.3% |
| Participant deferral / active EE | $1,258 | $3,194-60.6% | $5,680-77.8% | $5,017-74.9% |
| Admin fee / account holder | $9 | $153-94.0% | $13,210-99.9% | $145-93.7% |