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 | Participant loan processing; Recordke... | $1,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,131 | $49,915-29.6% | $154,803-77.3% | $74,304-52.7% |
| Participation rate | 98.0% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 16.57% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,372 | $1,611+47.2% | $4,305-44.9% | $2,241+5.8% |
| Participant deferral / active EE | $5,053 | $2,255+124.1% | $5,540-8.8% | $3,767+34.1% |
| Admin fee / account holder | $10 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |