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; Participant loan p... | $320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,448 | $65,061-68.6% | $143,757-85.8% | $66,914-69.4% |
| Participation rate | 91.2% | 65.2%+26.0pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -14.99% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,810 | $2,361-23.3% | $4,951-63.4% | $2,544-28.9% |
| Participant deferral / active EE | $4,022 | $2,919+37.8% | $5,637-28.6% | $4,237-5.1% |
| Admin fee / account holder | $2 | $502-99.6% | $14,673-100.0% | $593-99.7% |