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; Account ... | $23,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,789 | $53,136-40.2% | $155,509-79.6% | $199,593-84.1% |
| Participation rate | 67.1% | 64.1%+3.1pp | 78.2%-11.0pp | 72.0%-4.8pp |
| Annual return | 16.14% | 41.15%-25.0pp | 64.67%-48.5pp | 34.25%-18.1pp |
| Employer contribution / active EE | $2,019 | $1,851+9.1% | $4,672-56.8% | $3,034-33.5% |
| Participant deferral / active EE | $1,109 | $3,161-64.9% | $5,626-80.3% | $5,087-78.2% |
| Admin fee / account holder | $12 | $185-93.6% | $15,912-99.9% | $269-95.6% |