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 ... | $157 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,769 | $66,124-47.4% | $90,404-61.5% | $73,488-52.7% |
| Participation rate | 98.1% | 69.7%+28.5pp | 72.7%+25.4pp | 70.7%+27.4pp |
| Annual return | 4.55% | 17.65%-13.1pp | 1293.02%-1288.5pp | 28.51%-24.0pp |
| Employer contribution / active EE | $2,419 | $2,346+3.1% | $3,262-25.8% | $2,270+6.6% |
| Participant deferral / active EE | $1,254 | $3,039-58.7% | $3,963-68.4% | $3,740-66.5% |
| Admin fee / account holder | $340 | $396-14.2% | $5,611-93.9% | $513-33.8% |