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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.
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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... | $462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,319 | $61,156-19.4% | $185,823-73.5% | $79,386-37.9% |
| Participation rate | 44.4% | 66.6%-22.3pp | 81.7%-37.3pp | 70.7%-26.4pp |
| Annual return | 11.13% | 19.45%-8.3pp | 122.05%-110.9pp | 116.85%-105.7pp |
| Employer contribution / active EE | $860 | $2,321-62.9% | $5,167-83.4% | $2,427-64.6% |
| Participant deferral / active EE | $1,815 | $2,789-34.9% | $5,568-67.4% | $4,046-55.1% |
| Admin fee / account holder | $7 | $710-99.1% | $16,237-100.0% | $626-99.0% |