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 | Claims processing; Recordkeeping and ... | $3,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,722 | $101,317-12.4% | $146,958-39.6% | $74,495+19.1% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 18.24% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $3,916 | $3,810+2.8% | $4,933-20.6% | $2,623+49.3% |
| Participant deferral / active EE | $5,030 | $7,303-31.1% | $8,070-37.7% | $4,346+15.7% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |