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 | Account maintenance fees; Claims proc... | $333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,072 | $51,197-76.4% | $82,719-85.4% | $66,914-82.0% |
| Participation rate | 54.0% | 67.8%-13.8pp | 72.6%-18.5pp | 69.8%-15.8pp |
| Annual return | -13.77% | -9.64%-4.1pp | 701.18%-714.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $583 | $2,611-77.7% | $3,009-80.6% | $2,544-77.1% |
| Participant deferral / active EE | $1,635 | $3,458-52.7% | $4,395-62.8% | $4,237-61.4% |
| Admin fee / account holder | $19 | $416-95.5% | $5,329-99.6% | $593-96.8% |