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... | $3,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,304 | $49,915-45.3% | $154,803-82.4% | $74,304-63.3% |
| Participation rate | 95.2% | 54.0%+41.3pp | 78.1%+17.1pp | 60.3%+34.9pp |
| Annual return | 12.42% | 34.06%-21.6pp | 58.88%-46.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,727 | $1,611+7.2% | $4,305-59.9% | $2,241-23.0% |
| Participant deferral / active EE | $2,479 | $2,255+10.0% | $5,540-55.2% | $3,767-34.2% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |