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 9-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 ... | $2,397 |
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 | $44,341 | $55,415-20.0% | $155,509-71.5% | $74,495-40.5% |
| Participation rate | 39.7% | 61.9%-22.2pp | 78.2%-38.5pp | 67.2%-27.5pp |
| Annual return | 22.70% | 268.50%-245.8pp | 64.67%-42.0pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $461 | $2,267-79.6% | $4,672-90.1% | $2,623-82.4% |
| Participant deferral / active EE | $1,402 | $2,836-50.6% | $5,626-75.1% | $4,346-67.7% |
| Admin fee / account holder | $10 | $1,738-99.5% | $15,912-99.9% | $1,942-99.5% |