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 | Recordkeeping and information managem... | $3,127 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,082 | $60,323-86.6% | $81,812-90.1% | $74,495-89.2% |
| Participation rate | 87.1% | 62.9%+24.3pp | 72.3%+14.8pp | 67.2%+19.9pp |
| Annual return | 14.12% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $851 | $2,620-67.5% | $2,912-70.8% | $2,623-67.5% |
| Participant deferral / active EE | $1,454 | $3,387-57.1% | $4,319-66.3% | $4,346-66.5% |
| Admin fee / account holder | $9 | $1,486-99.4% | $7,386-99.9% | $1,942-99.5% |