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 4-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $12,591 |
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 | $5,980 | $55,415-89.2% | $155,509-96.2% | $74,495-92.0% |
| Participation rate | 90.9% | 61.9%+29.0pp | 78.2%+12.7pp | 67.2%+23.7pp |
| Annual return | 18.54% | 268.50%-250.0pp | 64.67%-46.1pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,000 | $2,267-55.9% | $4,672-78.6% | $2,623-61.9% |
| Participant deferral / active EE | $1,004 | $2,836-64.6% | $5,626-82.2% | $4,346-76.9% |
| Admin fee / account holder | $74 | $1,738-95.7% | $15,912-99.5% | $1,942-96.2% |