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 ... | $1,607 |
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 | $51,862 | $47,126+10.0% | $149,673-65.3% | $74,419-30.3% |
| Participation rate | 95.6% | 63.4%+32.2pp | 78.8%+16.8pp | 70.7%+24.9pp |
| Annual return | 11.35% | 22.75%-11.4pp | 134.42%-123.1pp | 34.38%-23.0pp |
| Employer contribution / active EE | $3,487 | $1,905+83.0% | $4,818-27.6% | $2,637+32.2% |
| Participant deferral / active EE | $4,221 | $2,728+54.7% | $5,680-25.7% | $4,528-6.8% |
| Admin fee / account holder | $4 | $343-99.0% | $13,210-100.0% | $348-99.0% |