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 ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,018 | $51,197-37.5% | $82,719-61.3% | $66,914-52.2% |
| Participation rate | 94.2% | 67.8%+26.4pp | 72.6%+21.7pp | 69.8%+24.4pp |
| Annual return | -12.73% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,480 | $2,611+33.3% | $3,009+15.6% | $2,544+36.8% |
| Participant deferral / active EE | $1,979 | $3,458-42.8% | $4,395-55.0% | $4,237-53.3% |
| Admin fee / account holder | $7 | $416-98.2% | $5,329-99.9% | $593-98.8% |